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Windsor Capital Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Windsor Capital Management’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 		$18.3M Buy
177,687
+1,948
+1% +$198K 4.75% 5
2026
Q1 		$16.8M Sell
175,739
-5,249
-3% -$519K 4.74% 4
2025
Q4 		$17.2M Sell
180,988
-949
-0.5% -$89.5K 4.75% 4
2025
Q3 		$16.9M Buy
181,937
+5,865
+3% +$531K 4.67% 4
2025
Q2 		$15.7M Buy
176,072
+3,919
+2% +$334K 4.58% 4
2025
Q1 		$14.1M Buy
172,153
+5,543
+3% +$447K 4.32% 4
2024
Q4 		$12.7M Buy
166,610
+2,447
+1% +$195K 3.76% 5
2024
Q3 		$13.8M Sell
164,163
-360
-0.2% -$29.1K 4.01% 5
2024
Q2 		$13M Buy
164,523
+2,482
+2% +$197K 4.01% 5
2024
Q1 		$12.9M Buy
162,041
+3,926
+2% +$301K 4.02% 5
2023
Q4 		$11.9M Buy
158,115
+1,747
+1% +$124K 3.91% 5
2023
Q3 		$10.8M Buy
156,368
+4,072
+3% +$293K 3.74% 5
2023
Q2 		$11.1M Buy
152,296
+2,332
+2% +$170K 3.67% 6
2023
Q1 		$10.8M Buy
149,964
+4,795
+3% +$337K 3.71% 6
2022
Q4 		$9.54M Sell
145,169
-2,388
-2% -$150K 3.47% 7
2022
Q3 		$8.28M Buy
147,557
+9,663
+7% +$606K 3.1% 10
2022
Q2 		$8.65M Buy
137,894
+5,813
+4% +$397K 3.08% 10
2022
Q1 		$9.74M Buy
132,081
+5,761
+5% +$434K 3.03% 7
2021
Q4 		$10M Buy
126,320
+8,045
+7% +$641K 3.03% 6
2021
Q3 		$9.27M Buy
118,275
+6,004
+5% +$482K 2.97% 9
2021
Q2 		$8.87M Buy
112,271
+6,786
+6% +$540K 2.93% 11
2021
Q1 		$8.01M Buy
105,485
+15,519
+17% +$1.17M 2.77% 12
2020
Q4 		$6.57M Buy
89,966
+4,301
+5% +$294K 2.45% 15
2020
Q3 		$5.44M Buy
85,665
+5,719
+7% +$365K 2.27% 16
2020
Q2 		$4.84M Buy
79,946
+7,674
+11% +$441K 2.09% 17
2020
Q1 		$3.84M Buy
72,272
+6,411
+10% +$403K 1.94% 17
2019
Q4 		$4.53M Buy
65,861
+5,174
+9% +$345K 1.9% 18
2019
Q3 		$3.89M Buy
60,687
+5,672
+10% +$359K 1.74% 17
2019
Q2 		$3.54M Buy
55,015
+968
+2% +$61.8K 1.63% 18
2019
Q1 		$3.41M Buy
54,047
+4,048
+8% +$248K 1.61% 17
2018
Q4 		$2.87M Buy
49,999
+10,133
+25% +$616K 1.48% 18
2018
Q3 		$2.64M Buy
39,866
+11,733
+42% +$770K 1.19% 24
2018
Q2 		$1.83M Buy
28,133
+6,803
+32% +$461K 0.85% 28
2018
Q1 		$1.44M Buy
+21,330
New +$1.47M 0.68% 40

Other funds holding ESGD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

Windsor Capital Management's ESGD Position: Q2 2026 in Review

Windsor Capital Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.1% in Q2 2026, buying an estimated $198K and bringing the position to 177,687 shares worth $18.3M. The position accounts for 4.75% of the portfolio, ranked #5.

Windsor Capital Management first reported a position in ESGD in Q1 2018 and has held it in 34 quarters since. 373 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Windsor Capital Management held 177,687 shares of iShares ESG Aware MSCI EAFE ETF worth $18.3M as of Q2 2026.
  • Windsor Capital Management bought 1,948 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $198K.
  • iShares ESG Aware MSCI EAFE ETF made up 4.75% of Windsor Capital Management's portfolio in Q2 2026, its #5 holding.
  • Windsor Capital Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2018 and has held it in 34 quarters since.
  • 373 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Windsor Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.