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

RVW Wealth’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 		$5.91M Buy
57,446
+2,269
+4% +$231K 0.39% 39
2026
Q1 		$5.28M Sell
55,177
-3,002
-5% -$297K 0.41% 38
2025
Q4 		$5.53M Sell
58,179
-687
-1% -$64.8K 0.42% 37
2025
Q3 		$5.47M Sell
58,866
-2,684
-4% -$243K 0.43% 38
2025
Q2 		$5.49M Sell
61,550
-7,973
-11% -$680K 0.47% 35
2025
Q1 		$5.68M Sell
69,523
-51,307
-42% -$4.14M 0.53% 35
2024
Q4 		$9.2M Sell
120,830
-1,172
-1% -$93.3K 0.86% 30
2024
Q3 		$10.3M Sell
122,002
-5,494
-4% -$444K 0.95% 30
2024
Q2 		$10M Sell
127,496
-16,591
-12% -$1.32M 1% 30
2024
Q1 		$11.5M Sell
144,087
-5,175
-3% -$396K 1.18% 29
2023
Q4 		$11.3M Sell
149,262
-22,848
-13% -$1.62M 1.24% 29
2023
Q3 		$11.9M Sell
172,110
-22,193
-11% -$1.6M 1.43% 28
2023
Q2 		$14.2M Sell
194,303
-86,226
-31% -$6.29M 1.67% 28
2023
Q1 		$20.2M Sell
280,529
-101,903
-27% -$7.15M 2.5% 13
2022
Q4 		$25.1M Sell
382,432
-38,583
-9% -$2.42M 3.2% 8
2022
Q3 		$23.6M Buy
421,015
+195,980
+87% +$12.3M 3.32% 7
2022
Q2 		$14.1M Sell
225,035
-170,332
-43% -$11.6M 1.89% 21
2022
Q1 		$29.1M Buy
395,367
+13,270
+3% +$999K 3.37% 9
2021
Q4 		$30.4M Buy
382,097
+41,108
+12% +$3.27M 3.39% 9
2021
Q3 		$27M Buy
340,989
+17,341
+5% +$1.39M 3.25% 10
2021
Q2 		$26M Buy
323,648
+20,895
+7% +$1.66M 3.25% 10
2021
Q1 		$23M Buy
302,753
+106,428
+54% +$8.01M 3% 15
2020
Q4 		$14M Buy
196,325
+191,181
+3,717% +$13.1M 2.05% 23
2020
Q3 		$327K Buy
5,144
+510
+11% +$32.6K 0.06% 81
2020
Q2 		$281K Buy
+4,634
New +$266K 0.05% 81

Other funds holding ESGD

BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

RVW Wealth's ESGD Position: Q2 2026 in Review

RVW Wealth increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 4.1% in Q2 2026, buying an estimated $231K and bringing the position to 57,446 shares worth $5.91M. The position accounts for 0.39% of the portfolio, ranked #39.

RVW Wealth first reported a position in ESGD in Q2 2020 and has held it in 25 quarters since. The position peaked at $30.4M in Q4 2021. 158 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • RVW Wealth held 57,446 shares of iShares ESG Aware MSCI EAFE ETF worth $5.91M as of Q2 2026.
  • RVW Wealth bought 2,269 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $231K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.39% of RVW Wealth's portfolio in Q2 2026, its #39 holding.
  • RVW Wealth first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2020 and has held it in 25 quarters since.
  • RVW Wealth's iShares ESG Aware MSCI EAFE ETF position peaked at $30.4M in Q4 2021.
  • 158 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.