PWMG
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Pioneer Wealth Management Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Pioneer Wealth Management Group’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 		$2.74M Sell
26,567
-2,663
-9% -$280K 0.65% 21
2026
Q2 		$3.01M Buy
29,230
+5,574
+24% +$566K 0.73% 19
2026
Q1 		$2.26M Sell
23,656
-2,206
-9% -$218K 0.63% 18
2025
Q4 		$2.46M Buy
25,862
+1,417
+6% +$134K 0.75% 17
2025
Q3 		$2.27M Sell
24,445
-487
-2% -$44.1K 0.73% 18
2025
Q2 		$2.22M Sell
24,932
-777
-3% -$66.3K 0.82% 16
2025
Q1 		$2.1M Buy
+25,709
New +$2.07M 0.9% 15
2024
Q3 		$1.92M Sell
22,840
-653
-3% -$52.8K 0.92% 18
2024
Q2 		$1.85M Buy
23,493
+1,237
+6% +$98.2K 0.98% 18
2024
Q1 		$1.78M Buy
22,256
+653
+3% +$50K 1.02% 18
2023
Q4 		$1.63M Buy
21,603
+5,760
+36% +$408K 1.02% 18
2023
Q3 		$1.1M Buy
15,843
+897
+6% +$64.6K 0.83% 24
2023
Q2 		$1.09M Buy
14,946
+1,337
+10% +$97.5K 0.87% 23
2023
Q1 		$978K Buy
13,609
+2,483
+22% +$174K 0.87% 22
2022
Q4 		$731K Buy
+11,126
New +$699K 0.69% 25

Other funds holding ESGD

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Pioneer Wealth Management Group's ESGD Position: Q3 2026 in Review

Pioneer Wealth Management Group reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 9.1% in Q3 2026, selling an estimated $280K and leaving 26,567 shares worth $2.74M. The position accounts for 0.65% of the portfolio, ranked #21.

Pioneer Wealth Management Group first reported a position in ESGD in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.01M in Q2 2026. 48 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Pioneer Wealth Management Group held 26,567 shares of iShares ESG Aware MSCI EAFE ETF worth $2.74M as of Q3 2026.
  • Pioneer Wealth Management Group sold 2,663 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $280K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.65% of Pioneer Wealth Management Group's portfolio in Q3 2026, its #21 holding.
  • Pioneer Wealth Management Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • Pioneer Wealth Management Group's iShares ESG Aware MSCI EAFE ETF position peaked at $3.01M in Q2 2026.
  • 48 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Pioneer Wealth Management Group's 13F filing for Q3 2026, filed 9 Oct 2026.