PL
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Plancorp LLC’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Plancorp LLC’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 		$3.42M Sell
33,458
-1,305
-4% -$133K 0.08% 102
2026
Q1 		$3.5M Sell
34,763
-597
-2% -$59.1K 0.1% 79
2025
Q4 		$3.36M Sell
35,360
-674
-2% -$63.5K 0.1% 75
2025
Q3 		$3.35M Sell
36,034
-141
-0.4% -$12.8K 0.11% 80
2025
Q2 		$3.23M Sell
36,175
-2,224
-6% -$190K 0.11% 80
2025
Q1 		$3.14M Sell
38,399
-2,398
-6% -$193K 0.12% 70
2024
Q4 		$3.11M Buy
40,797
+552
+1% +$43.9K 0.13% 60
2024
Q3 		$3.39M Buy
40,245
+7
+0% +$566 0.14% 56
2024
Q2 		$3.17M Sell
40,238
-1,559
-4% -$124K 0.14% 56
2024
Q1 		$3.34M Buy
41,797
+290
+0.7% +$22.2K 0.15% 55
2023
Q4 		$3.14M Buy
41,507
+2,439
+6% +$173K 0.15% 54
2023
Q3 		$2.7M Buy
39,068
+739
+2% +$53.2K 0.14% 52
2023
Q2 		$2.8M Buy
38,329
+27
+0.1% +$1.97K 0.15% 50
2023
Q1 		$2.75M Buy
38,302
+780
+2% +$54.7K 0.15% 50
2022
Q4 		$2.47M Sell
37,522
-15,686
-29% -$985K 0.15% 54
2022
Q3 		$2.99M Buy
53,208
+26,909
+102% +$1.69M 0.2% 44
2022
Q2 		$1.65M Sell
26,299
-10,582
-29% -$722K 0.1% 70
2022
Q1 		$2.72M Buy
36,881
+2,559
+7% +$193K 0.18% 48
2021
Q4 		$2.73M Buy
34,322
+8,253
+32% +$657K 0.17% 51
2021
Q3 		$2.04M Buy
26,069
+1,322
+5% +$106K 0.14% 58
2021
Q2 		$1.96M Buy
24,747
+739
+3% +$58.8K 0.15% 56
2021
Q1 		$1.82M Buy
+24,008
New +$1.81M 0.4% 51

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
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
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Plancorp LLC's ESGD Position: Q2 2026 in Review

Plancorp LLC reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 3.8% in Q2 2026, selling an estimated $133K and leaving 33,458 shares worth $3.42M. The position accounts for 0.08% of the portfolio, ranked #102.

Plancorp LLC first reported a position in ESGD in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.5M in Q1 2026. 235 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Plancorp LLC held 33,458 shares of iShares ESG Aware MSCI EAFE ETF worth $3.42M as of Q2 2026.
  • Plancorp LLC sold 1,305 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $133K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.08% of Plancorp LLC's portfolio in Q2 2026, its #102 holding.
  • Plancorp LLC first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2021 and has held it in 22 quarters since.
  • Plancorp LLC's iShares ESG Aware MSCI EAFE ETF position peaked at $3.5M in Q1 2026.
  • 235 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.