RCS Financial Planning
ESGD icon

RCS Financial Planning’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

RCS Financial Planning’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 		$651K Buy
6,319
+248
+4% +$26K 0.35% 47
2026
Q2 		$624K Sell
6,071
-139
-2% -$14.1K 0.3% 60
2026
Q1 		$594K Sell
6,210
-132
-2% -$13.1K 0.31% 57
2025
Q4 		$603K Buy
+6,342
New +$598K 0.26% 62

Other funds holding ESGD

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
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Windsor Capital Management
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
FinArc Investments
FinArc Investments Norwood, Massachusetts $113M AUM 13.61% 1-Year Est. Return
Shira Ridge Wealth Management
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
Roof Eidam Maycock Peralta (REMP)
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return

RCS Financial Planning's ESGD Position: Q3 2026 in Review

RCS Financial Planning increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 4.1% in Q3 2026, buying an estimated $26K and bringing the position to 6,319 shares worth $651K. The position accounts for 0.35% of the portfolio, ranked #47.

RCS Financial Planning first reported a position in ESGD in Q4 2025 and has held it in 4 quarters since. 200 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • RCS Financial Planning held 6,319 shares of iShares ESG Aware MSCI EAFE ETF worth $651K as of Q3 2026.
  • RCS Financial Planning bought 248 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $26K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.35% of RCS Financial Planning's portfolio in Q3 2026, its #47 holding.
  • RCS Financial Planning first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2025 and has held it in 4 quarters since.
  • 200 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on RCS Financial Planning's 13F filing for Q3 2026, filed 14 Oct 2026.