Physician Wealth Advisors
ESGD icon

Physician Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Physician Wealth Advisors’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 		$311K Sell
3,019
-656
-18% -$68.9K 0.04% 161
2026
Q2 		$378K Buy
3,675
+1
+0% +$102 0.05% 139
2026
Q1 		$351K Buy
3,674
+149
+4% +$14.7K 0.05% 132
2025
Q4 		$335K Buy
3,525
+1
+0% +$94 0.05% 130
2025
Q3 		$328K Sell
3,524
-50
-1% -$4.52K 0.05% 133
2025
Q2 		$319K Sell
3,574
-144
-4% -$12.3K 0.05% 136
2025
Q1 		$304K Sell
3,718
-224
-6% -$18.1K 0.05% 135
2024
Q4 		$300K Sell
3,942
-102
-3% -$8.12K 0.05% 136
2024
Q3 		$330K Buy
4,044
+143
+4% +$11.6K 0.06% 125
2024
Q2 		$318K Sell
3,901
-416
-10% -$33K 0.06% 121
2024
Q1 		$330K Hold
4,317
– – 0.07% 120
2023
Q4 		$321K Sell
4,317
-270
-6% -$19.1K 0.07% 116
2023
Q3 		$315K Sell
4,587
-176
-4% -$12.7K 0.08% 103
2023
Q2 		$347K Buy
4,763
+39
+0.8% +$2.84K 0.09% 98
2023
Q1 		$347K Sell
4,724
-327
-6% -$23K 0.09% 98
2022
Q4 		$361K Buy
5,051
+78
+2% +$4.9K 0.1% 92
2022
Q3 		$293K Sell
4,973
-64
-1% -$4.01K 0.09% 110
2022
Q2 		$334K Buy
5,037
+148
+3% +$10.1K 0.1% 102
2022
Q1 		$345K Sell
4,889
-401
-8% -$30.2K 0.09% 109
2021
Q4 		$421K Buy
+5,290
New +$421K 0.11% 94

Other funds holding ESGD

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Bond & Devick Financial Network
Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return
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

Physician Wealth Advisors's ESGD Position: Q3 2026 in Review

Physician Wealth Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 18% in Q3 2026, selling an estimated $68.9K and leaving 3,019 shares worth $311K. The position accounts for 0.04% of the portfolio, ranked #161.

Physician Wealth Advisors first reported a position in ESGD in Q4 2021 and has held it in 20 quarters since. The position peaked at $421K in Q4 2021. 250 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Physician Wealth Advisors held 3,019 shares of iShares ESG Aware MSCI EAFE ETF worth $311K as of Q3 2026.
  • Physician Wealth Advisors sold 656 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $68.9K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.04% of Physician Wealth Advisors's portfolio in Q3 2026, its #161 holding.
  • Physician Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and has held it in 20 quarters since.
  • Physician Wealth Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $421K in Q4 2021.
  • 250 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.