Perigon Wealth Management
ESGD icon

Perigon Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Perigon Wealth Management’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.42M Buy
13,767
+1,160
+9% +$122K 0.02% 496
2026
Q2 		$1.3M Buy
12,607
+513
+4% +$52.1K 0.02% 504
2026
Q1 		$1.16M Buy
12,094
+533
+5% +$52.7K 0.02% 490
2025
Q4 		$1.1M Buy
11,561
+1,347
+13% +$127K 0.02% 510
2025
Q3 		$950K Buy
10,214
+1,896
+23% +$172K 0.02% 528
2025
Q2 		$742K Buy
8,318
+1,470
+21% +$125K 0.02% 566
2025
Q1 		$559K Sell
6,848
-94
-1% -$7.58K 0.01% 608
2024
Q4 		$534K Buy
6,942
+1,698
+32% +$135K 0.01% 623
2024
Q3 		$441K Buy
5,244
+1,328
+34% +$107K 0.01% 652
2024
Q2 		$308K Buy
3,916
+680
+21% +$54K 0.01% 677
2024
Q1 		$259K Sell
3,236
-202
-6% -$15.5K 0.01% 722
2023
Q4 		$260K Sell
3,438
-21,434
-86% -$1.52M 0.01% 701
2023
Q3 		$1.72M Sell
24,872
-1,924
-7% -$139K 0.07% 223
2023
Q2 		$1.95M Sell
26,796
-159
-0.6% -$11.6K 0.08% 210
2023
Q1 		$1.94M Sell
26,955
-2,689
-9% -$189K 0.11% 183
2022
Q4 		$1.95M Buy
29,644
+101
+0.3% +$6.34K 0.12% 172
2022
Q3 		$1.66M Sell
29,543
-885
-3% -$55.5K 0.14% 145
2022
Q2 		$1.91M Sell
30,428
-2,912
-9% -$199K 0.16% 132
2022
Q1 		$2.46M Buy
33,340
+5,991
+22% +$451K 0.17% 117
2021
Q4 		$2.17M Buy
27,349
+1,161
+4% +$92.4K 0.16% 125
2021
Q3 		$2.05M Buy
26,188
+632
+2% +$50.7K 0.18% 113
2021
Q2 		$2.02M Buy
25,556
+19,826
+346% +$1.58M 0.18% 109
2021
Q1 		$435K Sell
5,730
-71
-1% -$5.35K 0.04% 320
2020
Q4 		$424K Buy
5,801
+42
+0.7% +$2.87K 0.05% 277
2020
Q3 		$366K Sell
5,759
-666
-10% -$42.5K 0.05% 270
2020
Q2 		$389K Buy
+6,425
New +$369K 0.06% 225

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Mission Wealth Management
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Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Windsor Capital Management
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
FinArc Investments
FinArc Investments Norwood, Massachusetts $113M AUM 13.61% 1-Year Est. Return
Shira Ridge Wealth Management
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Perigon Wealth Management's ESGD Position: Q3 2026 in Review

Perigon Wealth Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 9.2% in Q3 2026, buying an estimated $122K and bringing the position to 13,767 shares worth $1.42M. The position accounts for 0.02% of the portfolio, ranked #496.

Perigon Wealth Management first reported a position in ESGD in Q2 2020 and has held it in 26 quarters since. The position peaked at $2.46M in Q1 2022. 238 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Perigon Wealth Management held 13,767 shares of iShares ESG Aware MSCI EAFE ETF worth $1.42M as of Q3 2026.
  • Perigon Wealth Management bought 1,160 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $122K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.02% of Perigon Wealth Management's portfolio in Q3 2026, its #496 holding.
  • Perigon Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2020 and has held it in 26 quarters since.
  • Perigon Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $2.46M in Q1 2022.
  • 238 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.