Prospera Financial Services
ESGD icon

Prospera Financial Services’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Prospera Financial Services’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 		$265K Sell
2,578
-103
-4% -$10.8K ﹤0.01% 1317
2026
Q2 		$276K Buy
2,681
+324
+14% +$32.9K ﹤0.01% 1268
2026
Q1 		$225K Buy
2,357
+23
+1% +$2.28K ﹤0.01% 1316
2025
Q4 		$222K Buy
+2,334
New +$220K ﹤0.01% 1256
2022
Q3 		– Sell
-1,528
Closed -$96K – 1055
2022
Q2 		$96K Buy
1,528
+882
+137% +$60.2K ﹤0.01% 903
2022
Q1 		$48K Buy
+646
New +$48.6K ﹤0.01% 1395

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PNC Financial Services Group
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Commonwealth Equity Services
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Creative Planning
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Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
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IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Prospera Financial Services's ESGD Position: Q3 2026 in Review

Prospera Financial Services reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 3.8% in Q3 2026, selling an estimated $10.8K and leaving 2,578 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

Prospera Financial Services first reported a position in ESGD in Q1 2022 and has held it in 6 quarters since. The position peaked at $276K in Q2 2026. 476 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Prospera Financial Services held 2,578 shares of iShares ESG Aware MSCI EAFE ETF worth $265K as of Q3 2026.
  • Prospera Financial Services sold 103 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $10.8K.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Prospera Financial Services's portfolio in Q3 2026, its #1317 holding.
  • Prospera Financial Services first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2022 and has held it in 6 quarters since.
  • Prospera Financial Services's iShares ESG Aware MSCI EAFE ETF position peaked at $276K in Q2 2026.
  • 476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.