TriaGen Wealth Management
ESGD icon

TriaGen Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

TriaGen Wealth Management’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 		$2.52M Sell
24,458
-44
-0.2% -$4.62K 0.61% 36
2026
Q2 		$2.52M Sell
24,502
-166
-0.7% -$16.9K 0.63% 38
2026
Q1 		$2.36M Sell
24,668
-396
-2% -$39.2K 0.64% 38
2025
Q4 		$2.38M Buy
25,064
+16
+0.1% +$1.51K 0.62% 36
2025
Q3 		$2.33M Sell
25,048
-32
-0.1% -$2.9K 0.61% 46
2025
Q2 		$2.24M Sell
25,080
-185
-0.7% -$15.8K 0.68% 44
2025
Q1 		$2.06M Sell
25,265
-85
-0.3% -$6.86K 0.73% 34
2024
Q4 		$1.93M Sell
25,350
-120
-0.5% -$9.5K 0.65% 43
2024
Q3 		$2.14M Hold
25,470
– – 0.72% 32
2024
Q2 		$2.01M Sell
25,470
-270
-1% -$21.4K 0.78% 38
2024
Q1 		$2.06M Sell
25,740
-1,493
-5% -$114K 0.85% 37
2023
Q4 		$2.06M Sell
27,233
-667
-2% -$47.2K 0.98% 33
2023
Q3 		$1.93M Hold
27,900
– – 0.98% 29
2023
Q2 		$2.03M Hold
27,900
– – 0.93% 28
2023
Q1 		$2M Sell
27,900
-1,400
-5% -$98.3K 1.01% 26
2022
Q4 		$1.93M Sell
29,300
-309
-1% -$19.4K 1.07% 22
2022
Q3 		$1.66M Sell
29,609
-8,431
-22% -$529K 0.92% 34
2022
Q2 		$2.39M Buy
38,040
+287
+0.8% +$19.6K 1.7% 14
2022
Q1 		$2.78M Sell
37,753
-1,979
-5% -$149K 1.44% 14
2021
Q4 		$3.16M Buy
39,732
+6,989
+21% +$556K 1.56% 9
2021
Q3 		$2.57M Sell
32,743
-4
-0% -$321 1.4% 10
2021
Q2 		$2.6M Buy
32,747
+369
+1% +$29.4K 1.34% 11
2021
Q1 		$2.46M Buy
32,378
+1,227
+4% +$92.4K 1.41% 16
2020
Q4 		$2.28M Buy
+31,151
New +$2.13M 1.33% 17

Other funds holding ESGD

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Bond & Devick Financial Network
Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Windsor Capital Management
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
FinArc Investments
FinArc Investments Norwood, Massachusetts $113M AUM 13.61% 1-Year Est. Return

TriaGen Wealth Management's ESGD Position: Q3 2026 in Review

TriaGen Wealth Management reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.18% in Q3 2026, selling an estimated $4.62K and leaving 24,458 shares worth $2.52M. The position accounts for 0.61% of the portfolio, ranked #36.

TriaGen Wealth Management first reported a position in ESGD in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.16M in Q4 2021. 250 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • TriaGen Wealth Management held 24,458 shares of iShares ESG Aware MSCI EAFE ETF worth $2.52M as of Q3 2026.
  • TriaGen Wealth Management sold 44 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $4.62K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.61% of TriaGen Wealth Management's portfolio in Q3 2026, its #36 holding.
  • TriaGen Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and has held it in 24 quarters since.
  • TriaGen Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $3.16M in Q4 2021.
  • 250 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on TriaGen Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.