Wealthcare Advisory Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Wealthcare Advisory Partners’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	$1.32M	Buy	12,809 +1,724	+16%	+$175K	0.03%	447
2026 Q1	$1.06M	Sell	11,085 -253	-2%	-$25K	0.02%	505
2025 Q4	$1.08M	Sell	11,338 -880	-7%	-$83K	0.02%	497
2025 Q3	$1.14M	Buy	12,218 +1,132	+10%	+$102K	0.02%	465
2025 Q2	$989K	Sell	11,086 -963	-8%	-$82.1K	0.02%	487
2025 Q1	$984K	Buy	12,049 +725	+6%	+$58.5K	0.03%	448
2024 Q4	$862K	Buy	11,324 +1,643	+17%	+$131K	0.02%	454
2024 Q3	$815K	Sell	9,681 -432	-4%	-$34.9K	0.02%	468
2024 Q2	$797K	Sell	10,113 -1,565	-13%	-$124K	0.02%	445
2024 Q1	$933K	Buy	11,678 +174	+2%	+$13.3K	0.03%	388
2023 Q4	$869K	Buy	11,504 +994	+9%	+$70.4K	0.03%	352
2023 Q3	$727K	Sell	10,510 -1,218	-10%	-$87.7K	0.03%	343
2023 Q2	$855K	Sell	11,728 -66	-0.6%	-$4.81K	0.04%	319
2023 Q1	$847K	Buy	11,794 +1,349	+13%	+$94.7K	0.04%	322
2022 Q4	$687K	Buy	10,445 +902	+9%	+$56.6K	0.03%	346
2022 Q3	$536K	Buy	9,543 +1,921	+25%	+$120K	0.03%	345
2022 Q2	$478K	Buy	7,622 +372	+5%	+$25.4K	0.03%	330
2022 Q1	$535K	Sell	7,250 -3	-0%	-$226	0.03%	296
2021 Q4	$576K	Buy	7,253 +1,709	+31%	+$136K	0.03%	295
2021 Q3	$435K	Buy	5,544 +896	+19%	+$71.9K	0.03%	344
2021 Q2	$367K	Buy	4,648 +732	+19%	+$58.3K	0.02%	373
2021 Q1	$297K	Buy	3,916 +922	+31%	+$69.4K	0.02%	398
2020 Q4	$219K	Buy	+2,994	New	+$204K	0.02%	378
2020 Q2	–	Sell	-744	Closed	-$40K	–	623
2020 Q1	$40K	Buy	744 +145	+24%	+$9.12K	0.01%	556
2019 Q4	$41K	Buy	599 +571	+2,039%	+$38K	0.01%	591
2019 Q3	$2K	Sell	28 -15	-35%	-$948	﹤0.01%	1209
2019 Q2	$3K	Buy	43 +10	+30%	+$638	﹤0.01%	1138
2019 Q1	$2K	Hold	33	–	–	﹤0.01%	1089
2018 Q4	$2K	Hold	33	–	–	﹤0.01%	1073
2018 Q3	$2K	Hold	33	–	–	﹤0.01%	1115
2018 Q2	$2K	Buy	+33	New	+$2.24K	﹤0.01%	1114

Other funds holding ESGD

MWM

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

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

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

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

Wealthcare Advisory Partners's ESGD Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 16% in Q2 2026, buying an estimated $175K and bringing the position to 12,809 shares worth $1.32M. The position accounts for 0.03% of the portfolio, ranked #447.

Wealthcare Advisory Partners first reported a position in ESGD in Q2 2018 and has held it in 31 quarters since. 196 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Wealthcare Advisory Partners held 12,809 shares of iShares ESG Aware MSCI EAFE ETF worth $1.32M as of Q2 2026.
Wealthcare Advisory Partners bought 1,724 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $175K.
iShares ESG Aware MSCI EAFE ETF made up 0.03% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #447 holding.
Wealthcare Advisory Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2018 and has held it in 31 quarters since.
196 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.