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Weil Company’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Weil Company’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 		$1.69M Sell
16,373
-1,294
-7% -$136K 0.29% 61
2026
Q2 		$1.82M Sell
17,667
-382
-2% -$38.8K 0.32% 59
2026
Q1 		$1.73M Buy
18,049
+2,400
+15% +$237K 0.39% 54
2025
Q4 		$1.49M Buy
15,649
+701
+5% +$66.1K 0.34% 57
2025
Q3 		$1.39M Buy
14,948
+40
+0.3% +$3.62K 0.33% 57
2025
Q2 		$1.33M Buy
14,908
+3,693
+33% +$315K 0.35% 57
2025
Q1 		$916K Buy
11,215
+5,345
+91% +$431K 0.27% 53
2024
Q4 		$447K Buy
5,870
+739
+14% +$58.8K 0.15% 76
2024
Q3 		$432K Hold
5,131
– – 0.14% 104
2024
Q2 		$404K Sell
5,131
-975
-16% -$77.4K 0.15% 103
2024
Q1 		$488K Sell
6,106
-317
-5% -$24.3K 0.19% 93
2023
Q4 		$485K Sell
6,423
-597
-9% -$42.3K 0.21% 82
2023
Q3 		$485K Hold
7,020
– – 0.24% 78
2023
Q2 		$512K Sell
7,020
-744
-10% -$54.3K 0.23% 87
2023
Q1 		$558K Sell
7,764
-780
-9% -$54.7K 0.25% 79
2022
Q4 		$562K Buy
8,544
+3,511
+70% +$220K 0.26% 79
2022
Q3 		$283K Buy
5,033
+1,477
+42% +$92.6K 0.17% 98
2022
Q2 		$223K Buy
+3,556
New +$243K 0.13% 113
2022
Q1 		– Sell
-2,605
Closed -$207K – 132
2021
Q4 		$207K Hold
2,605
– – 0.1% 131
2021
Q3 		$204K Sell
2,605
-280
-10% -$22.5K 0.11% 135
2021
Q2 		$228K Buy
+2,885
New +$230K 0.12% 130

Other funds holding ESGD

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Bond & Devick Financial Network
Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Windsor Capital Management
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
FinArc Investments
FinArc Investments Norwood, Massachusetts $113M AUM 13.61% 1-Year Est. Return

Weil Company's ESGD Position: Q3 2026 in Review

Weil Company reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 7.3% in Q3 2026, selling an estimated $136K and leaving 16,373 shares worth $1.69M. The position accounts for 0.29% of the portfolio, ranked #61.

Weil Company first reported a position in ESGD in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.82M in Q2 2026. 268 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Weil Company held 16,373 shares of iShares ESG Aware MSCI EAFE ETF worth $1.69M as of Q3 2026.
  • Weil Company sold 1,294 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $136K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.29% of Weil Company's portfolio in Q3 2026, its #61 holding.
  • Weil Company first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2021 and has held it in 21 quarters since.
  • Weil Company's iShares ESG Aware MSCI EAFE ETF position peaked at $1.82M in Q2 2026.
  • 268 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Weil Company's 13F filing for Q3 2026, filed 14 Oct 2026.