WestHill Financial Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

WestHill Financial Advisors’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	$1.22M	Buy	+11,822	New	+$1.24M	0.2%	31

Other funds holding ESGD

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 Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

FinArc Investments Norwood, Massachusetts $113M AUM

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

WestHill Financial Advisors's ESGD Position: Q3 2026 in Review

WestHill Financial Advisors opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2026: 11,822 shares worth $1.22M. The stake represents 0.2% of the portfolio and ranks #31 among its holdings.

112 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

WestHill Financial Advisors held 11,822 shares of iShares ESG Aware MSCI EAFE ETF worth $1.22M as of Q3 2026.
iShares ESG Aware MSCI EAFE ETF was a new WestHill Financial Advisors position in Q3 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.2% of WestHill Financial Advisors's portfolio in Q3 2026, its #31 holding.
112 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on WestHill Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.