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

Warren Street 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	$467K	Sell	4,542 -14	-0.3%	-$1.42K	0.1%	79
2026 Q1	$436K	Buy	4,556 +173	+4%	+$17.1K	0.11%	70
2025 Q4	$417K	Sell	4,383 -3,498	-44%	-$330K	0.12%	66
2025 Q3	$733K	Sell	7,881 -696	-8%	-$63K	0.22%	52
2025 Q2	$765K	Buy	8,577 +17	+0.2%	+$1.45K	0.25%	45
2025 Q1	$699K	Hold	8,560	–	–	0.27%	47
2024 Q4	$652K	Buy	8,560 +945	+12%	+$75.2K	0.27%	45
2024 Q3	$641K	Buy	7,615 +1,440	+23%	+$116K	0.26%	44
2024 Q2	$486K	Sell	6,175 -3	-0%	-$238	0.24%	52
2024 Q1	$494K	Buy	6,178 +20	+0.3%	+$1.53K	0.24%	51
2023 Q4	$465K	Buy	6,158 +1,087	+21%	+$77K	0.26%	52
2023 Q3	$351K	Sell	5,071 -1,826	-26%	-$131K	0.23%	59
2023 Q2	$503K	Buy	6,897 +26	+0.4%	+$1.9K	0.33%	43
2023 Q1	$494K	Buy	6,871 +15	+0.2%	+$1.05K	0.35%	38
2022 Q4	$451K	Buy	6,856 +568	+9%	+$35.7K	0.36%	38
2022 Q3	$353K	Buy	6,288 +193	+3%	+$12.1K	0.36%	36
2022 Q2	$383K	Buy	6,095 +366	+6%	+$25K	0.37%	37
2022 Q1	$422K	Buy	5,729 +1,754	+44%	+$132K	0.37%	36
2021 Q4	$316K	Buy	+3,975	New	+$316K	0.29%	42

Other funds holding ESGD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

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

Warren Street Wealth Advisors's ESGD Position: Q2 2026 in Review

Warren Street Wealth Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.31% in Q2 2026, selling an estimated $1.42K and leaving 4,542 shares worth $467K. The position accounts for 0.1% of the portfolio, ranked #79.

Warren Street Wealth Advisors first reported a position in ESGD in Q4 2021 and has held it in 19 quarters since. The position peaked at $765K in Q2 2025. 344 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Warren Street Wealth Advisors held 4,542 shares of iShares ESG Aware MSCI EAFE ETF worth $467K as of Q2 2026.
Warren Street Wealth Advisors sold 14 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $1.42K.
iShares ESG Aware MSCI EAFE ETF made up 0.1% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #79 holding.
Warren Street Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
Warren Street Wealth Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $765K in Q2 2025.
344 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.