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Wedmont Private Capital’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Wedmont Private Capital’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
Q3 		$782K Buy
7,680
+28
+0.4% +$2.94K 0.02% 455
2026
Q2 		$791K Buy
+7,652
New +$777K 0.02% 411

Other funds holding ESGD

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Wedmont Private Capital's ESGD Position: Q3 2026 in Review

Wedmont Private Capital increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.37% in Q3 2026, buying an estimated $2.94K and bringing the position to 7,680 shares worth $782K. The position accounts for 0.02% of the portfolio, ranked #455.

Wedmont Private Capital first reported a position in ESGD in Q2 2026 and has held it in 2 quarters since. The position peaked at $791K in Q2 2026. 48 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Wedmont Private Capital held 7,680 shares of iShares ESG Aware MSCI EAFE ETF worth $782K as of Q3 2026.
  • Wedmont Private Capital bought 28 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $2.94K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #455 holding.
  • Wedmont Private Capital first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2026 and has held it in 2 quarters since.
  • Wedmont Private Capital's iShares ESG Aware MSCI EAFE ETF position peaked at $791K in Q2 2026.
  • 48 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.