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Shum Financial Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Shum Financial Group’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 		$331K Buy
3,223
+50
+2% +$5.08K 0.2% 88
2026
Q1 		$303K Buy
3,173
+330
+12% +$32.7K 0.21% 85
2025
Q4 		$270K Buy
2,843
+413
+17% +$38.9K 0.19% 85
2025
Q3 		$226K Buy
+2,430
New +$220K 0.17% 89

Other funds holding ESGD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Shum Financial Group's ESGD Position: Q2 2026 in Review

Shum Financial Group increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.6% in Q2 2026, buying an estimated $5.08K and bringing the position to 3,223 shares worth $331K. The position accounts for 0.2% of the portfolio, ranked #88.

Shum Financial Group first reported a position in ESGD in Q3 2025 and has held it in 4 quarters since. 484 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Shum Financial Group held 3,223 shares of iShares ESG Aware MSCI EAFE ETF worth $331K as of Q2 2026.
  • Shum Financial Group bought 50 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $5.08K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.2% of Shum Financial Group's portfolio in Q2 2026, its #88 holding.
  • Shum Financial Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2025 and has held it in 4 quarters since.
  • 484 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.