Princeton Global Asset Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Princeton Global Asset 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 Q2	$133K	Buy	1,297 +36	+3%	+$3.66K	0.02%	264
2026 Q1	$121K	Buy	1,261 +411	+48%	+$40.7K	0.02%	257
2025 Q4	$80.8K	Sell	850 -22	-3%	-$2.07K	0.01%	289
2025 Q3	$81.1K	Hold	872	–	–	0.01%	266
2025 Q2	$77.8K	Buy	872 +28	+3%	+$2.39K	0.01%	259
2025 Q1	$68.9K	Sell	844 -19	-2%	-$1.53K	0.01%	258
2024 Q4	$65.7K	Buy	+863	New	+$68.7K	0.01%	283
2020 Q3	–	Sell	-51,368	Closed	-$3.11M	–	471
2020 Q2	$3.11M	Buy	51,368 +28,008	+120%	+$1.61M	0.97%	28
2020 Q1	$1.24M	Buy	+23,360	New	+$1.47M	0.55%	55

Other funds holding ESGD

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

WCM

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Princeton Global Asset Management's ESGD Position: Q2 2026 in Review

Princeton Global Asset Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2.9% in Q2 2026, buying an estimated $3.66K and bringing the position to 1,297 shares worth $133K. The position accounts for 0.02% of the portfolio, ranked #264.

Princeton Global Asset Management first reported a position in ESGD in Q1 2020 and has held it in 9 quarters since. The position peaked at $3.11M in Q2 2020. 158 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Princeton Global Asset Management held 1,297 shares of iShares ESG Aware MSCI EAFE ETF worth $133K as of Q2 2026.
Princeton Global Asset Management bought 36 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $3.66K.
iShares ESG Aware MSCI EAFE ETF made up 0.02% of Princeton Global Asset Management's portfolio in Q2 2026, its #264 holding.
Princeton Global Asset Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2020 and has held it in 9 quarters since.
Princeton Global Asset Management's iShares ESG Aware MSCI EAFE ETF position peaked at $3.11M in Q2 2020.
158 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.