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

Shira Ridge Wealth Management’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 		$13.9M Sell
135,088
-1,242
-0.9% -$126K 4.85% 6
2026
Q1 		$13M Sell
136,330
-247
-0.2% -$24.4K 5.16% 6
2025
Q4 		$13M Buy
136,577
+6,247
+5% +$589K 5.22% 4
2025
Q3 		$12.1M Buy
130,330
+1,816
+1% +$164K 5.14% 4
2025
Q2 		$11.5M Buy
128,514
+645
+0.5% +$55K 5.24% 3
2025
Q1 		$10.4M Buy
127,869
+10,851
+9% +$876K 5.21% 3
2024
Q4 		$8.91M Buy
117,018
+7,561
+7% +$602K 4.36% 5
2024
Q3 		$9.21M Buy
109,457
+3,430
+3% +$277K 4.7% 5
2024
Q2 		$8.35M Buy
106,027
+1,435
+1% +$114K 4.65% 5
2024
Q1 		$8.36M Sell
104,592
-218
-0.2% -$16.7K 4.78% 5
2023
Q4 		$7.92M Buy
104,810
+4,364
+4% +$309K 4.75% 4
2023
Q3 		$6.94M Buy
100,446
+1,563
+2% +$113K 4.56% 5
2023
Q2 		$7.21M Buy
98,883
+252
+0.3% +$18.4K 4.52% 5
2023
Q1 		$7.09M Buy
98,631
+1,133
+1% +$79.5K 4.68% 5
2022
Q4 		$6.41M Buy
+97,498
New +$6.12M 4.41% 5

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
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Shira Ridge Wealth Management's ESGD Position: Q2 2026 in Review

Shira Ridge Wealth Management reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.91% in Q2 2026, selling an estimated $126K and leaving 135,088 shares worth $13.9M. The position accounts for 4.85% of the portfolio, ranked #6.

Shira Ridge Wealth Management first reported a position in ESGD in Q4 2022 and has held it in 15 quarters since. 158 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Shira Ridge Wealth Management held 135,088 shares of iShares ESG Aware MSCI EAFE ETF worth $13.9M as of Q2 2026.
  • Shira Ridge Wealth Management sold 1,242 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $126K.
  • iShares ESG Aware MSCI EAFE ETF made up 4.85% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Shira Ridge Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • 158 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.