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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
– Sell
-2,155
Closed -$222K – 564
2026
Q2
$222K Sell
2,155
-1,807
-46% -$184K 0.02% 501
2026
Q1
$379K Sell
3,962
-1,277
-24% -$126K 0.04% 410
2025
Q4
$509K Sell
5,239
-462
-8% -$43.6K 0.05% 318
2025
Q3
$537K Hold
5,701
– – 0.06% 291
2025
Q2
$509K Sell
5,701
-1,070
-16% -$91.2K 0.06% 307
2025
Q1
$553K Sell
6,771
-100
-1% -$8.07K 0.06% 302
2024
Q4
$523K Sell
6,871
-195
-3% -$15.5K 0.06% 326
2024
Q3
$595K Sell
7,066
-979
-12% -$79.1K 0.06% 301
2024
Q2
$634K Buy
8,045
+5,413
+206% +$430K 0.07% 268
2024
Q1
$210K Buy
+2,632
New +$202K 0.03% 555

Other funds holding ESGD

SeaCrest Wealth Management's ESGD Position: Q3 2026 in Review

SeaCrest Wealth Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2026, closing a stake of 2,155 shares — an estimated $222K sold.

SeaCrest Wealth Management first reported a position in ESGD in Q1 2024 and held it in 10 quarters. The position peaked at $634K in Q2 2024. 250 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • SeaCrest Wealth Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q3 2026 after selling out during the quarter.
  • SeaCrest Wealth Management sold 2,155 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $222K.
  • SeaCrest Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2024 and held it in 10 quarters.
  • SeaCrest Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $634K in Q2 2024.
  • 250 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on SeaCrest Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.