Wescott Financial Advisory Group
ESGD icon

Wescott Financial Advisory Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Wescott Financial Advisory Group’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 		$1.52M Buy
14,761
+722
+5% +$75.8K 0.11% 82
2026
Q2 		$1.44M Sell
14,039
-17
-0.1% -$1.73K 0.11% 84
2026
Q1 		$1.34M Sell
14,056
-141
-1% -$14K 0.12% 83
2025
Q4 		$1.35M Buy
14,197
+1,132
+9% +$107K 0.12% 82
2025
Q3 		$1.21M Buy
13,065
+794
+6% +$71.8K 0.11% 82
2025
Q2 		$1.09M Buy
12,271
+1,733
+16% +$148K 0.1% 84
2025
Q1 		$861K Sell
10,538
-2,914
-22% -$235K 0.09% 86
2024
Q4 		$1.02M Buy
13,452
+1,225
+10% +$97.5K 0.11% 82
2024
Q3 		$1.03M Sell
12,227
-12
-0.1% -$970 0.11% 83
2024
Q2 		$964K Buy
12,239
+2,372
+24% +$188K 0.11% 82
2024
Q1 		$788K Buy
9,867
+3,156
+47% +$242K 0.1% 85
2023
Q4 		$507K Buy
6,711
+241
+4% +$17.1K 0.07% 105
2023
Q3 		$447K Buy
6,470
+776
+14% +$55.9K 0.08% 104
2023
Q2 		$415K Buy
5,694
+212
+4% +$15.5K 0.07% 107
2023
Q1 		$394K Sell
5,482
-4,009
-42% -$281K 0.09% 107
2022
Q4 		$624K Buy
9,491
+2,922
+44% +$184K 0.13% 79
2022
Q3 		$369K Buy
6,569
+204
+3% +$12.8K 0.1% 100
2022
Q2 		$399K Buy
6,365
+732
+13% +$50K 0.11% 90
2022
Q1 		$415K Buy
5,633
+381
+7% +$28.7K 0.11% 90
2021
Q4 		$417K Buy
5,252
+747
+17% +$59.5K 0.21% 47
2021
Q3 		$353K Buy
4,505
+294
+7% +$23.6K 0.2% 47
2021
Q2 		$335K Buy
4,211
+585
+16% +$46.6K 0.2% 49
2021
Q1 		$275K Buy
3,626
+766
+27% +$57.7K 0.18% 52
2020
Q4 		$209K Buy
+2,860
New +$195K 0.15% 53

Other funds holding ESGD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Spinnaker Trust
Spinnaker Trust Portland, Maine $2.1B AUM 18.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wescott Financial Advisory Group's ESGD Position: Q3 2026 in Review

Wescott Financial Advisory Group increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 5.1% in Q3 2026, buying an estimated $75.8K and bringing the position to 14,761 shares worth $1.52M. The position accounts for 0.11% of the portfolio, ranked #82.

Wescott Financial Advisory Group first reported a position in ESGD in Q4 2020 and has held it in 24 quarters since. 543 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Wescott Financial Advisory Group held 14,761 shares of iShares ESG Aware MSCI EAFE ETF worth $1.52M as of Q3 2026.
  • Wescott Financial Advisory Group bought 722 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $75.8K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.11% of Wescott Financial Advisory Group's portfolio in Q3 2026, its #82 holding.
  • Wescott Financial Advisory Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and has held it in 24 quarters since.
  • 543 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q3 2026, filed 9 Nov 2026.