Revolve Wealth Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Revolve Wealth Partners’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	$220K	Buy	2,135 +1	+0%	+$102	0.02%	326
2026 Q1	$204K	Sell	2,134 -64	-3%	-$6.33K	0.03%	220
2025 Q4	$209K	Sell	2,198 -35	-2%	-$3.3K	0.02%	217
2025 Q3	$208K	Sell	2,233 -37	-2%	-$3.35K	0.02%	222
2025 Q2	$203K	Buy	+2,270	New	+$194K	0.03%	219
2024 Q4	–	Sell	-3,065	Closed	-$258K	–	222
2024 Q3	$258K	Sell	3,065 -69	-2%	-$5.58K	0.04%	168
2024 Q2	$247K	Sell	3,134 -873	-22%	-$69.3K	0.04%	152
2024 Q1	$320K	Sell	4,007 -1,054	-21%	-$80.7K	0.05%	126
2023 Q4	$382K	Sell	5,061 -520	-9%	-$36.8K	0.07%	110
2023 Q3	$386K	Sell	5,581 -267	-5%	-$19.2K	0.09%	101
2023 Q2	$427K	Buy	5,848 +838	+17%	+$61.1K	0.1%	91
2023 Q1	$360K	Buy	5,010 +442	+10%	+$31K	0.09%	97
2022 Q4	$300K	Buy	+4,568	New	+$287K	0.09%	107

Other funds holding ESGD

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

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

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

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

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Pine Haven Investment Counsel Fairhaven, Massachusetts $149M AUM 23.2% 1-Year Est. Return

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return