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

Winthrop 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 Q3	$32.9K	Sell	319 -4	-1%	-$420	0.01%	188
2026 Q2	$33K	Hold	323	–	–	0.01%	190
2026 Q1	$31K	Hold	323	–	–	0.01%	200
2025 Q4	$31K	Hold	323	–	–	0.01%	204
2025 Q3	$30K	Hold	323	–	–	0.01%	189
2025 Q2	$29K	Hold	323	–	–	0.01%	198
2025 Q1	$26K	Hold	323	–	–	0.01%	179
2024 Q4	$25K	Hold	323	–	–	0.01%	190
2024 Q3	$27K	Hold	323	–	–	0.01%	100
2024 Q2	$25K	Hold	323	–	–	0.01%	93
2024 Q1	$26K	Hold	323	–	–	0.01%	97
2023 Q4	$24.4K	Buy	+323	New	+$22.9K	0.01%	188

Other funds holding ESGD

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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 Skopje $520M AUM

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return

Winthrop Capital Management's ESGD Position: Q3 2026 in Review

Winthrop Capital Management reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.2% in Q3 2026, selling an estimated $420 and leaving 319 shares worth $32.9K. The position accounts for 0.01% of the portfolio, ranked #188.

Winthrop Capital Management first reported a position in ESGD in Q4 2023 and has held it in 12 quarters since. The position peaked at $33K in Q2 2026. 469 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

Winthrop Capital Management held 319 shares of iShares ESG Aware MSCI EAFE ETF worth $32.9K as of Q3 2026.
Winthrop Capital Management sold 4 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $420.
iShares ESG Aware MSCI EAFE ETF made up 0.01% of Winthrop Capital Management's portfolio in Q3 2026, its #188 holding.
Winthrop Capital Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and has held it in 12 quarters since.
Winthrop Capital Management's iShares ESG Aware MSCI EAFE ETF position peaked at $33K in Q2 2026.
469 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Winthrop Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.