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

Sax Wealth 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	$900K	Sell	9,415 -174	-2%	-$17.7K	0.04%	246
2026 Q1	$912K	Hold	9,589	–	–	0.04%	209
2025 Q4	$912K	Sell	9,589 -2,889	-23%	-$272K	0.04%	216
2025 Q3	$1.16M	Buy	12,478 +387	+3%	+$35K	0.06%	166
2025 Q2	$1.08M	Sell	12,091 -1,050	-8%	-$89.5K	0.07%	169
2025 Q1	$1.07M	Sell	13,141 -1,590	-11%	-$128K	0.08%	133
2024 Q4	$1.12M	Sell	14,731 -4,272	-22%	-$340K	0.09%	111
2024 Q3	$1.6M	Buy	19,003 +181	+1%	+$14.6K	0.14%	66
2024 Q2	$1.48M	Buy	+18,822	New	+$1.49M	0.14%	71

Other funds holding ESGD

MWM

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

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

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

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

Sax Wealth Advisors's ESGD Position: Q2 2026 in Review

Sax Wealth Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.8% in Q2 2026, selling an estimated $17.7K and leaving 9,415 shares worth $900K. The position accounts for 0.04% of the portfolio, ranked #246.

Sax Wealth Advisors first reported a position in ESGD in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.6M in Q3 2024. 196 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Sax Wealth Advisors held 9,415 shares of iShares ESG Aware MSCI EAFE ETF worth $900K as of Q2 2026.
Sax Wealth Advisors sold 174 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $17.7K.
iShares ESG Aware MSCI EAFE ETF made up 0.04% of Sax Wealth Advisors's portfolio in Q2 2026, its #246 holding.
Sax Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
Sax Wealth Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $1.6M in Q3 2024.
196 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.