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ESGD icon

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

TrueFG’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 		$435K Sell
4,230
-122
-3% -$12.4K 0.1% 47
2026
Q1 		$416K Sell
4,352
-278
-6% -$27.5K 0.11% 45
2025
Q4 		$440K Buy
4,630
+46
+1% +$4.34K 0.12% 44
2025
Q3 		$426K Buy
4,584
+43
+0.9% +$3.89K 0.12% 42
2025
Q2 		$405K Buy
4,541
+13
+0.3% +$1.11K 0.12% 40
2025
Q1 		$370K Sell
4,528
-293
-6% -$23.6K 0.12% 38
2024
Q4 		$367K Buy
4,821
+292
+6% +$23.2K 0.12% 41
2024
Q3 		$381K Buy
4,529
+25
+0.6% +$2.02K 0.12% 38
2024
Q2 		$355K Buy
4,504
+11
+0.2% +$874 0.13% 36
2024
Q1 		$359K Buy
4,493
+15
+0.3% +$1.15K 0.13% 36
2023
Q4 		$338K Buy
4,478
+100
+2% +$7.08K 0.13% 35
2023
Q3 		$303K Buy
4,378
+48
+1% +$3.46K 0.13% 37
2023
Q2 		$316K Sell
4,330
-3
-0.1% -$219 0.14% 34
2023
Q1 		$311K Sell
4,333
-347
-7% -$24.4K 0.14% 33
2022
Q4 		$308K Buy
4,680
+170
+4% +$10.7K 0.15% 31
2022
Q3 		$253K Buy
4,510
+330
+8% +$20.7K 0.13% 35
2022
Q2 		$262K Buy
4,180
+140
+3% +$9.55K 0.13% 33
2022
Q1 		$298K Buy
4,040
+985
+32% +$74.2K 0.14% 33
2021
Q4 		$243K Buy
3,055
+13
+0.4% +$1.03K 0.11% 36
2021
Q3 		$246K Buy
+3,042
New +$244K 0.11% 36

Other funds holding ESGD

BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 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
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TrueFG's ESGD Position: Q2 2026 in Review

TrueFG reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2.8% in Q2 2026, selling an estimated $12.4K and leaving 4,230 shares worth $435K. The position accounts for 0.1% of the portfolio, ranked #47.

TrueFG first reported a position in ESGD in Q3 2021 and has held it in 20 quarters since. The position peaked at $440K in Q4 2025. 158 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • TrueFG held 4,230 shares of iShares ESG Aware MSCI EAFE ETF worth $435K as of Q2 2026.
  • TrueFG sold 122 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $12.4K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.1% of TrueFG's portfolio in Q2 2026, its #47 holding.
  • TrueFG first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2021 and has held it in 20 quarters since.
  • TrueFG's iShares ESG Aware MSCI EAFE ETF position peaked at $440K in Q4 2025.
  • 158 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on TrueFG's 13F filing for Q2 2026, filed 16 Jul 2026.