VERITY Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

VERITY Wealth Advisors’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	$764K	Buy	7,432 +97	+1%	+$9.85K	0.46%	39
2026 Q1	$701K	Hold	7,335	–	–	0.47%	43
2025 Q4	$697K	Hold	7,335	–	–	0.43%	42
2025 Q3	$682K	Hold	7,335	–	–	0.43%	41
2025 Q2	$654K	Hold	7,335	–	–	0.44%	42
2025 Q1	$599K	Hold	7,335	–	–	0.44%	42
2024 Q4	$558K	Hold	7,335	–	–	0.4%	47
2024 Q3	$617K	Hold	7,335	–	–	0.43%	44
2024 Q2	$578K	Hold	7,335	–	–	0.43%	44
2024 Q1	$586K	Hold	7,335	–	–	0.45%	45
2023 Q4	$554K	Hold	7,335	–	–	0.48%	40
2023 Q3	$507K	Buy	7,335 +568	+8%	+$40.9K	0.48%	38
2023 Q2	$494K	Buy	6,767 +902	+15%	+$65.8K	0.44%	42
2023 Q1	$421K	Hold	5,865	–	–	0.39%	52
2022 Q4	$386K	Hold	5,865	–	–	0.38%	53
2022 Q3	$329K	Buy	5,865 +1,383	+31%	+$86.7K	0.34%	53
2022 Q2	$281K	Hold	4,482	–	–	0.27%	57
2022 Q1	$330K	Hold	4,482	–	–	0.29%	49
2021 Q4	$356K	Buy	4,482 +675	+18%	+$53.7K	0.3%	48
2021 Q3	$298K	Buy	+3,807	New	+$306K	0.27%	51

Other funds holding ESGD

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

VERITY Wealth Advisors's ESGD Position: Q2 2026 in Review

VERITY Wealth Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.3% in Q2 2026, buying an estimated $9.85K and bringing the position to 7,432 shares worth $764K. The position accounts for 0.46% of the portfolio, ranked #39.

VERITY Wealth Advisors first reported a position in ESGD in Q3 2021 and has held it in 20 quarters since. 217 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

VERITY Wealth Advisors held 7,432 shares of iShares ESG Aware MSCI EAFE ETF worth $764K as of Q2 2026.
VERITY Wealth Advisors bought 97 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $9.85K.
iShares ESG Aware MSCI EAFE ETF made up 0.46% of VERITY Wealth Advisors's portfolio in Q2 2026, its #39 holding.
VERITY Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2021 and has held it in 20 quarters since.
217 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.