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Syntegra Private Wealth Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Syntegra Private Wealth 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 		$387K Sell
3,769
-19
-0.5% -$1.93K 0.03% 148
2026
Q1 		$362K Buy
+3,788
New +$375K 0.03% 134

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

Syntegra Private Wealth Group's ESGD Position: Q2 2026 in Review

Syntegra Private Wealth Group reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.5% in Q2 2026, selling an estimated $1.93K and leaving 3,769 shares worth $387K. The position accounts for 0.03% of the portfolio, ranked #148.

Syntegra Private Wealth Group first reported a position in ESGD in Q1 2026 and has held it in 2 quarters since. 373 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Syntegra Private Wealth Group held 3,769 shares of iShares ESG Aware MSCI EAFE ETF worth $387K as of Q2 2026.
  • Syntegra Private Wealth Group sold 19 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $1.93K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.03% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #148 holding.
  • Syntegra Private Wealth Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2026 and has held it in 2 quarters since.
  • 373 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.