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Williams & Novak’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Williams & Novak’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 		$1.64M Hold
15,920
– – 0.97% 30
2026
Q2 		$1.64M Hold
15,920
– – 1.08% 25
2026
Q1 		$1.55M Sell
15,920
-305
-2% -$30.2K 1.16% 24
2025
Q4 		$1.54M Sell
16,225
-120
-0.7% -$11.3K 1.16% 24
2025
Q3 		$1.52M Hold
16,345
– – 1.17% 23
2025
Q2 		$1.46M Sell
16,345
-1,670
-9% -$142K 1.24% 18
2025
Q1 		$1.47M Sell
18,015
-114
-0.6% -$9.2K 1.44% 18
2024
Q4 		$1.38M Sell
18,129
-2,394
-12% -$190K 1.33% 20
2024
Q3 		$1.73M Sell
20,523
-1,352
-6% -$109K 1.61% 18
2024
Q2 		$1.72M Buy
21,875
+2,009
+10% +$160K 1.6% 18
2024
Q1 		$1.5M Hold
19,866
– – 1.71% 19
2023
Q4 		$1.5M Buy
+19,866
New +$1.41M 1.7% 19

Other funds holding ESGD

KPDZUSZIDPFAS
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
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
SG
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
FI
FinArc Investments Norwood, Massachusetts $113M AUM 13.61% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return

Williams & Novak's ESGD Position: Q3 2026 in Review

Williams & Novak held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q3 2026 at 15,920 shares worth $1.64M. The position accounts for 0.97% of the portfolio, ranked #30.

Williams & Novak first reported a position in ESGD in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.73M in Q3 2024. 194 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Williams & Novak held 15,920 shares of iShares ESG Aware MSCI EAFE ETF worth $1.64M as of Q3 2026.
  • Williams & Novak left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 0.97% of Williams & Novak's portfolio in Q3 2026, its #30 holding.
  • Williams & Novak first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and has held it in 12 quarters since.
  • Williams & Novak's iShares ESG Aware MSCI EAFE ETF position peaked at $1.73M in Q3 2024.
  • 194 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.