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 Q2	$791K	Buy	+7,652	New	+$777K	0.02%	411

Other funds holding ESGD

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

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

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

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

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wedmont Private Capital's ESGD Position: Q2 2026 in Review

Wedmont Private Capital opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026: 7,652 shares worth $791K. The stake represents 0.02% of the portfolio and ranks #411 among its holdings.

188 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Wedmont Private Capital held 7,652 shares of iShares ESG Aware MSCI EAFE ETF worth $791K as of Q2 2026.
iShares ESG Aware MSCI EAFE ETF was a new Wedmont Private Capital position in Q2 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #411 holding.
188 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.