Stifel Financial’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.1M | Buy |
137,504
+11,227
| +9% | +$1.11M | 0.01% | 825 |
|
|
2025
Q4 | $12M | Buy |
126,277
+1,608
| +1% | +$152K | 0.01% | 864 |
|
|
2025
Q3 | $11.6M | Buy |
124,669
+6,296
| +5% | +$570K | 0.01% | 878 |
|
|
2025
Q2 | $10.6M | Sell |
118,373
-83
| -0.1% | -$7.08K | 0.01% | 853 |
|
|
2025
Q1 | $9.68M | Buy |
118,456
+2,751
| +2% | +$222K | 0.01% | 850 |
|
|
2024
Q4 | $8.81M | Buy |
115,705
+455
| +0.4% | +$36.2K | 0.01% | 910 |
|
|
2024
Q3 | $9.7M | Buy |
115,250
+3,623
| +3% | +$293K | 0.01% | 865 |
|
|
2024
Q2 | $8.79M | Sell |
111,627
-1,319
| -1% | -$105K | 0.01% | 860 |
|
|
2024
Q1 | $9.03M | Buy |
112,946
+12,421
| +12% | +$952K | 0.01% | 855 |
|
|
2023
Q4 | $7.59M | Sell |
100,525
-1,225
| -1% | -$86.8K | 0.01% | 887 |
|
|
2023
Q3 | $7.03M | Buy |
101,750
+3,070
| +3% | +$221K | 0.01% | 863 |
|
|
2023
Q2 | $7.2M | Buy |
98,680
+5,347
| +6% | +$390K | 0.01% | 853 |
|
|
2023
Q1 | $6.71M | Buy |
93,333
+1,649
| +2% | +$116K | 0.01% | 853 |
|
|
2022
Q4 | $6.03M | Buy |
91,684
+1,281
| +1% | +$80.4K | 0.01% | 885 |
|
|
2022
Q3 | $5.07M | Sell |
90,403
-12,073
| -12% | -$757K | 0.01% | 945 |
|
|
2022
Q2 | $6.43M | Buy |
102,476
+16,119
| +19% | +$1.1M | 0.01% | 840 |
|
|
2022
Q1 | $6.37M | Buy |
86,357
+4,943
| +6% | +$372K | 0.01% | 934 |
|
|
2021
Q4 | $6.47M | Buy |
81,414
+5,376
| +7% | +$428K | 0.01% | 931 |
|
|
2021
Q3 | $5.96M | Buy |
76,038
+9,824
| +15% | +$789K | 0.01% | 924 |
|
|
2021
Q2 | $5.23M | Buy |
66,214
+4,452
| +7% | +$354K | 0.01% | 997 |
|
|
2021
Q1 | $4.69M | Sell |
61,762
-26,079
| -30% | -$1.96M | 0.01% | 997 |
|
|
2020
Q4 | $6.42M | Buy |
87,841
+7,870
| +10% | +$537K | 0.01% | 770 |
|
|
2020
Q3 | $5.08M | Buy |
79,971
+36,886
| +86% | +$2.35M | 0.01% | 753 |
|
|
2020
Q2 | $2.61M | Buy |
43,085
+5,883
| +16% | +$338K | 0.01% | 1023 |
|
|
2020
Q1 | $1.98M | Buy |
37,202
+9,215
| +33% | +$580K | 0.01% | 1048 |
|
|
2019
Q4 | $1.92M | Buy |
27,987
+307
| +1% | +$20.5K | ﹤0.01% | 1357 |
|
|
2019
Q3 | $1.77M | Buy |
27,680
+13,478
| +95% | +$852K | ﹤0.01% | 1396 |
|
|
2019
Q2 | $912K | Buy |
14,202
+440
| +3% | +$28.1K | ﹤0.01% | 1863 |
|
|
2019
Q1 | $871K | Sell |
13,762
-5,685
| -29% | -$349K | ﹤0.01% | 1741 |
|
|
2018
Q4 | $1.12M | Buy |
+19,447
| New | +$1.18M | ﹤0.01% | 1461 |
|
|
2018
Q1 | – | Sell |
-21,000
| Closed | -$1.43M | – | 2723 |
|
|
2017
Q4 | $1.43M | Buy |
+21,000
| New | +$1.41M | ﹤0.01% | 1312 |
|
Other funds holding ESGD
TWIM
AA
Stifel Financial's ESGD Position: Q1 2026 in Review
Stifel Financial increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 8.9% in Q1 2026, buying an estimated $1.11M and bringing the position to 137,504 shares worth $13.1M. The position accounts for 0.01% of the portfolio, ranked #825.
Stifel Financial first reported a position in ESGD in Q4 2017 and has held it in 31 quarters since. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.
- Stifel Financial held 137,504 shares of iShares ESG Aware MSCI EAFE ETF worth $13.1M as of Q1 2026.
- Stifel Financial bought 11,227 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $1.11M.
- iShares ESG Aware MSCI EAFE ETF made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #825 holding.
- Stifel Financial first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2017 and has held it in 31 quarters since.
- 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.
Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.