Wealth Enhancement Advisory Services
ESGD icon

Wealth Enhancement Advisory Services’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Wealth Enhancement Advisory Services’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 		$26.7M Buy
261,607
+16,924
+7% +$1.72M 0.04% 352
2026
Q1 		$23.4M Sell
244,683
-7,366
-3% -$729K 0.05% 353
2025
Q4 		$24.6M Buy
252,049
+1,206
+0.5% +$114K 0.03% 426
2025
Q3 		$23.6M Buy
250,843
+5,453
+2% +$493K 0.04% 419
2025
Q2 		$21.9M Buy
245,390
+9,343
+4% +$797K 0.04% 400
2025
Q1 		$19.3M Sell
236,047
-8,205
-3% -$662K 0.04% 409
2024
Q4 		$18.6M Buy
244,252
+31,904
+15% +$2.54M 0.04% 389
2024
Q3 		$17.9M Sell
212,348
-11,213
-5% -$906K 0.04% 373
2024
Q2 		$17.6M Buy
223,561
+2,456
+1% +$195K 0.04% 355
2024
Q1 		$17.7M Buy
221,105
+8,922
+4% +$683K 0.05% 353
2023
Q4 		$16M Buy
212,183
+5,852
+3% +$414K 0.05% 342
2023
Q3 		$14.3M Buy
206,331
+128,076
+164% +$9.22M 0.05% 333
2023
Q2 		$5.71M Buy
78,255
+7,613
+11% +$555K 0.06% 120
2023
Q1 		$5.07M Buy
70,642
+15,621
+28% +$1.1M 0.06% 134
2022
Q4 		$3.93M Buy
55,021
+405
+0.7% +$25.4K 0.05% 135
2022
Q3 		$3.12M Buy
54,616
+12,236
+29% +$767K 0.04% 146
2022
Q2 		$2.65M Buy
42,380
+12,365
+41% +$844K 0.04% 184
2022
Q1 		$2.24M Buy
30,015
+20,591
+218% +$1.55M 0.03% 186
2021
Q4 		$720K Buy
9,424
+294
+3% +$23.4K 0.01% 238
2021
Q3 		$737K Buy
9,130
+985
+12% +$79.1K 0.01% 230
2021
Q2 		$644K Buy
8,145
+740
+10% +$58.9K 0.01% 219
2021
Q1 		$572K Buy
7,405
+2,175
+42% +$164K 0.01% 224
2020
Q4 		$389K Sell
5,230
-24
-0.5% -$1.64K 0.01% 200
2020
Q3 		$346K Buy
5,254
+28
+0.5% +$1.79K 0.01% 198
2020
Q2 		$334K Buy
5,226
+685
+15% +$39.3K 0.01% 198
2020
Q1 		$253K Buy
+4,541
New +$286K 0.01% 203

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
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Wealth Enhancement Advisory Services's ESGD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 6.9% in Q2 2026, buying an estimated $1.72M and bringing the position to 261,607 shares worth $26.7M. The position accounts for 0.04% of the portfolio, ranked #352.

Wealth Enhancement Advisory Services first reported a position in ESGD in Q1 2020 and has held it in 26 quarters since. 158 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 261,607 shares of iShares ESG Aware MSCI EAFE ETF worth $26.7M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 16,924 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $1.72M.
  • iShares ESG Aware MSCI EAFE ETF made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #352 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2020 and has held it in 26 quarters since.
  • 158 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.