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RAFFA WEALTH MANAGEMENT, LLC’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$8.64M Buy
84,064
+5,177
+7% +$526K 1.09% 15
2026
Q1 		$7.54M Buy
78,887
+9,706
+14% +$960K 1.18% 15
2025
Q4 		$6.58M Buy
69,181
+8,359
+14% +$788K 1.01% 18
2025
Q3 		$5.66M Buy
60,822
+2,395
+4% +$217K 1.02% 19
2025
Q2 		$5.21M Buy
58,427
+4,239
+8% +$361K 1.04% 19
2025
Q1 		$4.43M Buy
54,188
+2,016
+4% +$163K 1.01% 18
2024
Q4 		$3.97M Sell
52,172
-6,615
-11% -$526K 0.92% 21
2024
Q3 		$4.95M Sell
58,787
-11,620
-17% -$939K 1.19% 17
2024
Q2 		$5.55M Buy
70,407
+2,738
+4% +$217K 1.57% 12
2024
Q1 		$5.41M Buy
67,669
+4,018
+6% +$308K 1.61% 12
2023
Q4 		$4.81M Buy
63,651
+4,387
+7% +$311K 1.46% 15
2023
Q3 		$4.1M Sell
59,264
-3,191
-5% -$230K 1.39% 16
2023
Q2 		$4.55M Sell
62,455
-1,448
-2% -$106K 1.55% 14
2023
Q1 		$4.59M Buy
63,903
+5,979
+10% +$420K 1.67% 12
2022
Q4 		$3.81M Buy
57,924
+3,908
+7% +$245K 1.56% 15
2022
Q3 		$3.03M Buy
54,016
+5,205
+11% +$326K 1.34% 15
2022
Q2 		$3.06M Buy
48,811
+4,749
+11% +$324K 1.4% 13
2022
Q1 		$3.25M Buy
44,062
+40
+0.1% +$3.01K 1.21% 9
2021
Q4 		$3.5M Sell
44,022
-1,892
-4% -$151K 1.15% 12
2021
Q3 		$3.6M Buy
45,914
+12,622
+38% +$1.01M 1.25% 10
2021
Q2 		$2.63M Buy
33,292
+4,427
+15% +$352K 0.91% 13
2021
Q1 		$2.19M Buy
28,865
+1,219
+4% +$91.8K 0.77% 14
2020
Q4 		$2.02M Buy
27,646
+12,368
+81% +$845K 0.72% 16
2020
Q3 		$970K Buy
15,278
+1,109
+8% +$70.8K 0.36% 19
2020
Q2 		$858K Buy
14,169
+851
+6% +$48.9K 0.33% 19
2020
Q1 		$708K Buy
13,318
+3,311
+33% +$208K 0.26% 18
2019
Q4 		$688K Buy
10,007
+188
+2% +$12.5K 0.24% 24
2019
Q3 		$630K Buy
+9,819
New +$621K 0.22% 25
2019
Q2 		– Sell
-17,244
Closed -$1.09M – 944
2019
Q1 		$1.09M Hold
17,244
– – 0.44% 15
2018
Q4 		$989K Buy
17,244
+162
+0.9% +$9.84K 0.38% 27
2018
Q3 		$1.13M Hold
17,082
– – 0.4% 28
2018
Q2 		$1.11M Buy
+17,082
New +$1.16M 0.41% 25

Other funds holding ESGD

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's ESGD Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 6.6% in Q2 2026, buying an estimated $526K and bringing the position to 84,064 shares worth $8.64M. The position accounts for 1.09% of the portfolio, ranked #15.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in ESGD in Q2 2018 and has held it in 32 quarters since. 303 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 84,064 shares of iShares ESG Aware MSCI EAFE ETF worth $8.64M as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 5,177 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $526K.
  • iShares ESG Aware MSCI EAFE ETF made up 1.09% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #15 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2018 and has held it in 32 quarters since.
  • 303 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.