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

RTD Financial 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 Q2	$2.87M	Buy	27,951 +122	+0.4%	+$12.4K	0.31%	49
2026 Q1	$2.66M	Buy	27,829 +928	+3%	+$91.8K	0.33%	48
2025 Q4	$2.56M	Sell	26,901 -1,012	-4%	-$95.4K	0.31%	49
2025 Q3	$2.6M	Sell	27,913 -572	-2%	-$51.8K	0.31%	49
2025 Q2	$2.54M	Sell	28,485 -2,081	-7%	-$177K	0.33%	48
2025 Q1	$2.5M	Buy	30,566 +260	+0.9%	+$21K	0.34%	48
2024 Q4	$2.31M	Sell	30,306 -297	-1%	-$23.6K	0.3%	46
2024 Q3	$2.58M	Buy	30,603 +4,158	+16%	+$336K	0.33%	47
2024 Q2	$2.08M	Buy	26,445 +612	+2%	+$48.6K	0.28%	48
2024 Q1	$2.06M	Sell	25,833 -172	-0.7%	-$13.2K	0.28%	48
2023 Q4	$1.96M	Buy	26,005 +433	+2%	+$30.7K	0.28%	47
2023 Q3	$1.77M	Sell	25,572 -81	-0.3%	-$5.83K	0.27%	51
2023 Q2	$1.87M	Sell	25,653 -2,942	-10%	-$215K	0.27%	50
2023 Q1	$2.05M	Buy	28,595 +793	+3%	+$55.7K	0.32%	47
2022 Q4	$1.83M	Buy	27,802 +738	+3%	+$46.3K	0.3%	46
2022 Q3	$1.52M	Buy	27,064 +847	+3%	+$53.1K	0.28%	48
2022 Q2	$1.65M	Buy	26,217 +6,723	+34%	+$459K	0.25%	52
2022 Q1	$1.44M	Buy	19,494 +47	+0.2%	+$3.54K	0.19%	52
2021 Q4	$1.54M	Buy	+19,447	New	+$1.55M	0.2%	55

Other funds holding ESGD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RTD Financial Advisors's ESGD Position: Q2 2026 in Review

RTD Financial Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.44% in Q2 2026, buying an estimated $12.4K and bringing the position to 27,951 shares worth $2.87M. The position accounts for 0.31% of the portfolio, ranked #49.

RTD Financial Advisors first reported a position in ESGD in Q4 2021 and has held it in 19 quarters since. 373 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

RTD Financial Advisors held 27,951 shares of iShares ESG Aware MSCI EAFE ETF worth $2.87M as of Q2 2026.
RTD Financial Advisors bought 122 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $12.4K.
iShares ESG Aware MSCI EAFE ETF made up 0.31% of RTD Financial Advisors's portfolio in Q2 2026, its #49 holding.
RTD Financial Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
373 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.