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Shotwell Rutter Baer’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Shotwell Rutter Baer’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 		$596K Sell
5,788
-14
-0.2% -$1.47K 0.33% 24
2026
Q2 		$597K Sell
5,802
-103
-2% -$10.5K 0.33% 26
2026
Q1 		$565K Sell
5,905
-29
-0.5% -$2.87K 0.33% 26
2025
Q4 		$576K Sell
5,934
-3
-0.1% -$283 0.35% 27
2025
Q3 		$560K Sell
5,937
-145
-2% -$13.1K 0.36% 26
2025
Q2 		$543K Sell
6,082
-271
-4% -$23.1K 0.37% 25
2025
Q1 		$476K Sell
6,353
-590
-8% -$47.6K 0.42% 25
2024
Q4 		$524K Sell
6,943
-43
-0.6% -$3.42K 0.44% 22
2024
Q3 		$581K Sell
6,986
-73
-1% -$5.9K 0.48% 22
2024
Q2 		$563K Sell
7,059
-63
-0.9% -$5K 0.5% 22
2024
Q1 		$566K Sell
7,122
-271
-4% -$20.8K 1.15% 10
2023
Q4 		$557K Buy
+7,393
New +$524K 0.53% 24

Other funds holding ESGD

KPDZUSZIDPFAS
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
SG
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
FI
FinArc Investments Norwood, Massachusetts $113M AUM 13.61% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return

Shotwell Rutter Baer's ESGD Position: Q3 2026 in Review

Shotwell Rutter Baer reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.24% in Q3 2026, selling an estimated $1.47K and leaving 5,788 shares worth $596K. The position accounts for 0.33% of the portfolio, ranked #24.

Shotwell Rutter Baer first reported a position in ESGD in Q4 2023 and has held it in 12 quarters since. The position peaked at $597K in Q2 2026. 173 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Shotwell Rutter Baer held 5,788 shares of iShares ESG Aware MSCI EAFE ETF worth $596K as of Q3 2026.
  • Shotwell Rutter Baer sold 14 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $1.47K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.33% of Shotwell Rutter Baer's portfolio in Q3 2026, its #24 holding.
  • Shotwell Rutter Baer first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and has held it in 12 quarters since.
  • Shotwell Rutter Baer's iShares ESG Aware MSCI EAFE ETF position peaked at $597K in Q2 2026.
  • 173 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Shotwell Rutter Baer's 13F filing for Q3 2026, filed 14 Oct 2026.