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Signature Estate & Investment Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Signature Estate & Investment 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 		$379K Buy
3,689
+230
+7% +$23.4K 0.01% 498
2026
Q1 		$331K Sell
3,459
-433
-11% -$42.8K 0.01% 515
2025
Q4 		$370K Buy
3,892
+36
+0.9% +$3.39K 0.01% 458
2025
Q3 		$359K Buy
3,856
+26
+0.7% +$2.35K 0.01% 450
2025
Q2 		$342K Sell
3,830
-720
-16% -$61.4K 0.01% 433
2025
Q1 		$372K Sell
4,550
-144
-3% -$11.6K 0.01% 395
2024
Q4 		$357K Buy
4,694
+142
+3% +$11.3K 0.01% 392
2024
Q3 		$383K Sell
4,552
-752
-14% -$60.8K 0.01% 367
2024
Q2 		$418K Buy
5,304
+1,052
+25% +$83.5K 0.01% 321
2024
Q1 		$340K Buy
4,252
+1,205
+40% +$92.3K 0.01% 132
2023
Q4 		$231K Sell
3,047
-571
-16% -$40.4K 0.01% 169
2023
Q3 		$250K Buy
3,618
+7
+0.2% +$504 0.01% 150
2023
Q2 		$264K Sell
3,611
-926
-20% -$67.5K 0.01% 149
2023
Q1 		$326K Buy
4,537
+80
+2% +$5.62K 0.01% 145
2022
Q4 		$293K Buy
4,457
+310
+7% +$19.5K 0.01% 153
2022
Q3 		$233K Buy
4,147
+52
+1% +$3.26K 0.01% 155
2022
Q2 		$257K Sell
4,095
-260
-6% -$17.7K 0.01% 149
2022
Q1 		$321K Buy
4,355
+274
+7% +$20.6K 0.01% 130
2021
Q4 		$324K Buy
4,081
+381
+10% +$30.3K 0.01% 137
2021
Q3 		$290K Buy
3,700
+37
+1% +$2.97K 0.01% 136
2021
Q2 		$289K Sell
3,663
-1,228
-25% -$97.7K 0.01% 138
2021
Q1 		$371K Buy
4,891
+573
+13% +$43.1K 0.02% 126
2020
Q4 		$316K Buy
+4,318
New +$295K 0.02% 127
2019
Q1 		– Sell
-2,742
Closed -$157K – 163
2018
Q4 		$157K Buy
+2,742
New +$167K 0.01% 152

Other funds holding ESGD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

Signature Estate & Investment Advisors's ESGD Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 6.6% in Q2 2026, buying an estimated $23.4K and bringing the position to 3,689 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #498.

Signature Estate & Investment Advisors first reported a position in ESGD in Q4 2018 and has held it in 24 quarters since. The position peaked at $418K in Q2 2024. 373 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Signature Estate & Investment Advisors held 3,689 shares of iShares ESG Aware MSCI EAFE ETF worth $379K as of Q2 2026.
  • Signature Estate & Investment Advisors bought 230 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $23.4K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #498 holding.
  • Signature Estate & Investment Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2018 and has held it in 24 quarters since.
  • Signature Estate & Investment Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $418K in Q2 2024.
  • 373 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.