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

Private 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	$1.04M	Sell	10,059 -3,064	-23%	-$322K	0.23%	46
2026 Q2	$1.35M	Sell	13,123 -5,854	-31%	-$595K	0.31%	38
2026 Q1	$1.81M	Buy	18,977 +129	+0.7%	+$12.8K	0.48%	28
2025 Q4	$1.79M	Buy	18,848 +733	+4%	+$69.1K	0.48%	30
2025 Q3	$1.68M	Buy	18,115 +36	+0.2%	+$3.26K	0.46%	29
2025 Q2	$1.61M	Sell	18,079 -324	-2%	-$27.6K	0.54%	28
2025 Q1	$1.5M	Sell	18,403 -1,460	-7%	-$118K	0.55%	25
2024 Q4	$1.51M	Buy	19,863 +268	+1%	+$21.3K	0.58%	25
2024 Q3	$1.65M	Buy	19,595 +785	+4%	+$63.4K	0.65%	24
2024 Q2	$1.48M	Buy	18,810 +605	+3%	+$48K	0.64%	24
2024 Q1	$1.45M	Sell	18,205 -62	-0.3%	-$4.75K	0.66%	23
2023 Q4	$1.38M	Buy	+18,267	New	+$1.29M	0.68%	23

Other funds holding ESGD

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

FinArc Investments Norwood, Massachusetts $113M AUM 13.61% 1-Year Est. Return

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return

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

Private Wealth Management Group reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 23% in Q3 2026, selling an estimated $322K and leaving 10,059 shares worth $1.04M. The position accounts for 0.23% of the portfolio, ranked #46.

Private Wealth Management Group first reported a position in ESGD in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.81M in Q1 2026. 208 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

Private Wealth Management Group held 10,059 shares of iShares ESG Aware MSCI EAFE ETF worth $1.04M as of Q3 2026.
Private Wealth Management Group sold 3,064 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $322K.
iShares ESG Aware MSCI EAFE ETF made up 0.23% of Private Wealth Management Group's portfolio in Q3 2026, its #46 holding.
Private Wealth Management Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's iShares ESG Aware MSCI EAFE ETF position peaked at $1.81M in Q1 2026.
208 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.