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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
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

BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
EB
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
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Williams & Novak's ESGD Position: Q2 2026 in Review

Williams & Novak held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 15,920 shares worth $1.64M. The position accounts for 1.08% of the portfolio, ranked #25.

Williams & Novak first reported a position in ESGD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.73M in Q3 2024. 158 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Williams & Novak held 15,920 shares of iShares ESG Aware MSCI EAFE ETF worth $1.64M as of Q2 2026.
  • Williams & Novak left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 1.08% of Williams & Novak's portfolio in Q2 2026, its #25 holding.
  • Williams & Novak first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • Williams & Novak's iShares ESG Aware MSCI EAFE ETF position peaked at $1.73M in Q3 2024.
  • 158 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.