Provenance Wealth Advisors
ESGD icon

Provenance Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Provenance Wealth Advisors’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 		$5.36K Hold
52
– – ﹤0.01% 1439
2026
Q2 		$5.35K Hold
52
– – ﹤0.01% 379
2026
Q1 		$4.97K Hold
52
– – ﹤0.01% 342
2025
Q4 		$4.94K Hold
52
– – ﹤0.01% 341
2025
Q3 		$4.84K Hold
52
– – ﹤0.01% 360
2025
Q2 		$4.64K Hold
52
– – ﹤0.01% 347
2025
Q1 		$4.25K Hold
52
– – ﹤0.01% 357
2024
Q4 		$3.96K Sell
52
-121
-70% -$9.6K ﹤0.01% 381
2024
Q3 		$14.6K Hold
173
– – ﹤0.01% 310
2024
Q2 		$13.6K Sell
173
-706
-80% -$56.1K ﹤0.01% 277
2024
Q1 		$70.2K Buy
879
+632
+256% +$48.4K 0.01% 207
2023
Q4 		$18.7K Hold
247
– – ﹤0.01% 269
2023
Q3 		$17.1K Buy
+247
New +$17.8K ﹤0.01% 226

Other funds holding ESGD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
IMPACTfolio
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
Bond & Devick Financial Network
Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
High Note Wealth
High Note Wealth Deephaven, Minnesota $610M AUM 17.21% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Provenance Wealth Advisors's ESGD Position: Q3 2026 in Review

Provenance Wealth Advisors held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q3 2026 at 52 shares worth $5.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

Provenance Wealth Advisors first reported a position in ESGD in Q3 2023 and has held it in 13 quarters since. The position peaked at $70.2K in Q1 2024. 414 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Provenance Wealth Advisors held 52 shares of iShares ESG Aware MSCI EAFE ETF worth $5.36K as of Q3 2026.
  • Provenance Wealth Advisors left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q3 2026, its #1439 holding.
  • Provenance Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2023 and has held it in 13 quarters since.
  • Provenance Wealth Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $70.2K in Q1 2024.
  • 414 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Provenance Wealth Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.