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

RHS Financial’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	$1.8M	Buy	17,505 +160	+0.9%	+$16.8K	0.61%	44
2026 Q2	$1.78M	Buy	17,345 +4,068	+31%	+$413K	0.72%	40
2026 Q1	$1.27M	Sell	13,277 -1,540	-10%	-$152K	0.6%	43
2025 Q4	$1.41M	Sell	14,817 -183	-1%	-$17.2K	0.69%	39
2025 Q3	$1.39M	Sell	15,000 -283	-2%	-$25.6K	0.72%	39
2025 Q2	$1.36M	Sell	15,283 -7,400	-33%	-$631K	0.77%	36
2025 Q1	$1.85M	Sell	22,683 -429	-2%	-$34.6K	1.04%	31
2024 Q4	$1.76M	Buy	23,112 +217	+0.9%	+$17.3K	0.91%	36
2024 Q3	$1.93M	Sell	22,895 -2,877	-11%	-$232K	0.97%	32
2024 Q2	$2.03M	Sell	25,772 -132	-0.5%	-$10.5K	1.24%	26
2024 Q1	$2.07M	Buy	25,904 +307	+1%	+$23.5K	1.21%	22
2023 Q4	$1.93M	Sell	25,597 -1,025	-4%	-$72.6K	1.22%	20
2023 Q3	$1.84M	Sell	26,622 -361	-1%	-$26K	1.29%	20
2023 Q2	$1.97M	Buy	26,983 +2,201	+9%	+$161K	1.45%	19
2023 Q1	$1.78M	Sell	24,782 -1,508	-6%	-$106K	1.35%	22
2022 Q4	$1.73M	Sell	26,290 -5,626	-18%	-$353K	1.37%	23
2022 Q3	$1.79M	Sell	31,916 -7,205	-18%	-$452K	1.59%	23
2022 Q2	$2.46M	Buy	39,121 +11,756	+43%	+$802K	2.02%	15
2022 Q1	$2.02M	Buy	27,365 +1,020	+4%	+$76.8K	1.49%	22
2021 Q4	$2.09M	Buy	26,345 +4,536	+21%	+$361K	1.45%	23
2021 Q3	$1.71M	Sell	21,809 -775	-3%	-$62.2K	1.25%	28
2021 Q2	$1.78M	Buy	22,584 +2,192	+11%	+$174K	1.33%	26
2021 Q1	$1.55M	Buy	20,392 +1,769	+9%	+$133K	1.29%	26
2020 Q4	$1.36M	Sell	18,623 -2,171	-10%	-$148K	1.17%	27
2020 Q3	$1.32M	Sell	20,794 -1,222	-6%	-$78K	1.33%	26
2020 Q2	$1.33M	Buy	22,016 +9,376	+74%	+$538K	1.56%	22
2020 Q1	$672K	Buy	+12,640	New	+$795K	0.9%	35

Other funds holding ESGD

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.1B AUM 18.5% 1-Year Est. Return

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 Skopje $520M AUM

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

RHS Financial's ESGD Position: Q3 2026 in Review

RHS Financial increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.92% in Q3 2026, buying an estimated $16.8K and bringing the position to 17,505 shares worth $1.8M. The position accounts for 0.61% of the portfolio, ranked #44.

RHS Financial first reported a position in ESGD in Q1 2020 and has held it in 27 quarters since. The position peaked at $2.46M in Q2 2022. 543 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

RHS Financial held 17,505 shares of iShares ESG Aware MSCI EAFE ETF worth $1.8M as of Q3 2026.
RHS Financial bought 160 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $16.8K.
iShares ESG Aware MSCI EAFE ETF made up 0.61% of RHS Financial's portfolio in Q3 2026, its #44 holding.
RHS Financial first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2020 and has held it in 27 quarters since.
RHS Financial's iShares ESG Aware MSCI EAFE ETF position peaked at $2.46M in Q2 2022.
543 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on RHS Financial's 13F filing for Q3 2026, filed 13 Oct 2026.