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Pine Haven Investment Counsel’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Pine Haven Investment Counsel’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
Q2 		$4.13M Buy
40,132
+1,846
+5% +$188K 2.77% 9
2026
Q1 		$3.66M Buy
38,286
+2,650
+7% +$262K 2.69% 9
2025
Q4 		$3.39M Buy
35,636
+1,795
+5% +$169K 2.41% 9
2025
Q3 		$3.15M Buy
33,841
+285
+0.8% +$25.8K 2.27% 10
2025
Q2 		$2.99M Buy
33,556
+416
+1% +$35.5K 2.35% 9
2025
Q1 		$2.71M Buy
33,140
+418
+1% +$33.7K 2.27% 9
2024
Q4 		$2.49M Buy
32,722
+998
+3% +$79.4K 2.05% 10
2024
Q3 		$2.67M Buy
31,724
+200
+0.6% +$16.2K 2.16% 9
2024
Q2 		$2.48M Buy
31,524
+1,291
+4% +$103K 2.13% 9
2024
Q1 		$2.42M Buy
30,233
+822
+3% +$63K 2.13% 11
2023
Q4 		$2.22M Buy
29,411
+816
+3% +$57.8K 2.08% 10
2023
Q3 		$1.98M Buy
28,595
+915
+3% +$65.9K 2.05% 11
2023
Q2 		$2.02M Buy
27,680
+1,025
+4% +$74.8K 2.01% 11
2023
Q1 		$1.91M Buy
26,655
+1,940
+8% +$136K 2.01% 10
2022
Q4 		$1.62M Buy
24,715
+470
+2% +$29.5K 1.78% 14
2022
Q3 		$1.36M Buy
24,245
+435
+2% +$27.3K 1.66% 16
2022
Q2 		$1.49M Buy
23,810
+116
+0.5% +$7.92K 1.75% 15
2022
Q1 		$1.75M Buy
23,694
+1,851
+8% +$139K 1.71% 13
2021
Q4 		$1.74M Buy
+21,843
New +$1.74M 1.62% 13

Other funds holding ESGD

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Pine Haven Investment Counsel's ESGD Position: Q2 2026 in Review

Pine Haven Investment Counsel increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 4.8% in Q2 2026, buying an estimated $188K and bringing the position to 40,132 shares worth $4.13M. The position accounts for 2.77% of the portfolio, ranked #9.

Pine Haven Investment Counsel first reported a position in ESGD in Q4 2021 and has held it in 19 quarters since. 316 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Pine Haven Investment Counsel held 40,132 shares of iShares ESG Aware MSCI EAFE ETF worth $4.13M as of Q2 2026.
  • Pine Haven Investment Counsel bought 1,846 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $188K.
  • iShares ESG Aware MSCI EAFE ETF made up 2.77% of Pine Haven Investment Counsel's portfolio in Q2 2026, its #9 holding.
  • Pine Haven Investment Counsel first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • 316 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Pine Haven Investment Counsel's 13F filing for Q2 2026, filed 8 Jul 2026.