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

Toth Financial 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
Q3 		$6.04K Hold
59
– – ﹤0.01% 644
2026
Q2 		$6.03K Buy
59
+1
+2% +$102 ﹤0.01% 635
2026
Q1 		$5.52K Hold
58
– – ﹤0.01% 628
2025
Q4 		$5.49K Buy
58
+1
+2% +$94 ﹤0.01% 626
2025
Q3 		$5.27K Hold
57
– – ﹤0.01% 604
2025
Q2 		$5.05K Buy
57
+1
+2% +$85 ﹤0.01% 557
2025
Q1 		$4.54K Sell
56
-65
-54% -$5.25K ﹤0.01% 529
2024
Q4 		$9.18K Sell
121
-14
-10% -$1.11K ﹤0.01% 460
2024
Q3 		$11.4K Sell
135
-20
-13% -$1.62K ﹤0.01% 443
2024
Q2 		$12.2K Buy
155
+1
+0.6% +$79 ﹤0.01% 445
2024
Q1 		$12.3K Sell
154
-105
-41% -$8.04K ﹤0.01% 435
2023
Q4 		$19.6K Buy
259
+1
+0.4% +$71 ﹤0.01% 393
2023
Q3 		$17.9K Hold
258
– – ﹤0.01% 385
2023
Q2 		$18.8K Buy
258
+206
+396% +$15K ﹤0.01% 399
2023
Q1 		$3.75K Hold
52
– – ﹤0.01% 577
2022
Q4 		$3.44K Hold
52
– – ﹤0.01% 536
2022
Q3 		$3K Hold
52
– – ﹤0.01% 596
2022
Q2 		$3K Buy
52
+1
+2% +$68 ﹤0.01% 554
2022
Q1 		$4K Buy
51
+20
+65% +$1.51K ﹤0.01% 561
2021
Q4 		$2K Buy
31
+1
+3% +$80 ﹤0.01% 641
2021
Q3 		$2K Buy
30
+20
+200% +$1.61K ﹤0.01% 643
2021
Q2 		$1K Hold
10
– – ﹤0.01% 646
2021
Q1 		$1K Hold
10
– – ﹤0.01% 638
2020
Q4 		$1K Hold
10
– – ﹤0.01% 571
2020
Q3 		$1K Hold
10
– – ﹤0.01% 519
2020
Q2 		$1K Hold
10
– – ﹤0.01% 502
2020
Q1 		$1K Sell
10
-60
-86% -$3.77K ﹤0.01% 411
2019
Q4 		$5K Buy
+70
New +$4.66K ﹤0.01% 356

Other funds holding ESGD

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Toth Financial Advisory's ESGD Position: Q3 2026 in Review

Toth Financial Advisory held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q3 2026 at 59 shares worth $6.04K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Toth Financial Advisory first reported a position in ESGD in Q4 2019 and has held it in 28 quarters since. The position peaked at $19.6K in Q4 2023. 48 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Toth Financial Advisory held 59 shares of iShares ESG Aware MSCI EAFE ETF worth $6.04K as of Q3 2026.
  • Toth Financial Advisory left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #644 holding.
  • Toth Financial Advisory first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2019 and has held it in 28 quarters since.
  • Toth Financial Advisory's iShares ESG Aware MSCI EAFE ETF position peaked at $19.6K in Q4 2023.
  • 48 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.