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Sincerus Advisory’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Sincerus Advisory’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 		$3.76M Buy
36,579
+661
+2% +$67.2K 2.55% 10
2026
Q1 		$3.43M Buy
35,918
+2,136
+6% +$211K 2.6% 10
2025
Q4 		$3.21M Buy
33,782
+1,091
+3% +$103K 2.58% 9
2025
Q3 		$3.04M Buy
32,691
+249
+0.8% +$22.5K 2.6% 10
2025
Q2 		$2.93M Buy
32,442
+3,345
+11% +$285K 2.76% 9
2025
Q1 		$2.38M Buy
29,097
+32
+0.1% +$2.58K 2.51% 9
2024
Q4 		$2.21M Buy
+29,065
New +$2.31M 2.37% 9

Other funds holding ESGD

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
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 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
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

Sincerus Advisory's ESGD Position: Q2 2026 in Review

Sincerus Advisory increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.8% in Q2 2026, buying an estimated $67.2K and bringing the position to 36,579 shares worth $3.76M. The position accounts for 2.55% of the portfolio, ranked #10.

Sincerus Advisory first reported a position in ESGD in Q4 2024 and has held it in 7 quarters since. 217 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Sincerus Advisory held 36,579 shares of iShares ESG Aware MSCI EAFE ETF worth $3.76M as of Q2 2026.
  • Sincerus Advisory bought 661 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $67.2K.
  • iShares ESG Aware MSCI EAFE ETF made up 2.55% of Sincerus Advisory's portfolio in Q2 2026, its #10 holding.
  • Sincerus Advisory first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • 217 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Sincerus Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.