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

Sagespring 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 Q3	$490K	Buy	4,753 +1,480	+45%	+$155K	0.01%	546
2026 Q2	$336K	Sell	3,273 -1,204	-27%	-$122K	0.01%	646
2026 Q1	$428K	Sell	4,477 -295	-6%	-$29.2K	0.01%	546
2025 Q4	$454K	Sell	4,772 -299	-6%	-$28.2K	0.01%	500
2025 Q3	$472K	Buy	5,071 +1,686	+50%	+$153K	0.01%	472
2025 Q2	$302K	Buy	+3,385	New	+$289K	0.01%	577

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

Sagespring Wealth Partners's ESGD Position: Q3 2026 in Review

Sagespring Wealth Partners increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 45% in Q3 2026, buying an estimated $155K and bringing the position to 4,753 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #546.

Sagespring Wealth Partners first reported a position in ESGD in Q2 2025 and has held it in 6 quarters since. 543 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

Sagespring Wealth Partners held 4,753 shares of iShares ESG Aware MSCI EAFE ETF worth $490K as of Q3 2026.
Sagespring Wealth Partners bought 1,480 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $155K.
iShares ESG Aware MSCI EAFE ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q3 2026, its #546 holding.
Sagespring Wealth Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2025 and has held it in 6 quarters since.
543 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.