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Stewardship Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Stewardship 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 		$238K Sell
2,315
-52
-2% -$5.28K 0.05% 157
2026
Q1 		$226K Sell
2,367
-13
-0.5% -$1.29K 0.05% 151
2025
Q4 		$226K Buy
2,380
+40
+2% +$3.77K 0.05% 146
2025
Q3 		$218K Buy
2,340
+49
+2% +$4.43K 0.05% 146
2025
Q2 		$204K Buy
+2,291
New +$195K 0.05% 149
2024
Q4 		– Sell
-2,749
Closed -$231K – 153
2024
Q3 		$231K Buy
+2,749
New +$222K 0.07% 126

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

Stewardship Advisors's ESGD Position: Q2 2026 in Review

Stewardship Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2.2% in Q2 2026, selling an estimated $5.28K and leaving 2,315 shares worth $238K. The position accounts for 0.05% of the portfolio, ranked #157.

Stewardship Advisors first reported a position in ESGD in Q3 2024 and has held it in 6 quarters since. 363 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Stewardship Advisors held 2,315 shares of iShares ESG Aware MSCI EAFE ETF worth $238K as of Q2 2026.
  • Stewardship Advisors sold 52 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $5.28K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.05% of Stewardship Advisors's portfolio in Q2 2026, its #157 holding.
  • Stewardship Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2024 and has held it in 6 quarters since.
  • 363 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.