WT Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
Bought
Maintained
Sold
Other funds holding ESGD
WT Wealth Management's ESGD Position: Q3 2026 in Review
WT Wealth Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 8.9% in Q3 2026, buying an estimated $60K and bringing the position to 7,003 shares worth $722K. The position accounts for 0.2% of the portfolio, ranked #82.
WT Wealth Management first reported a position in ESGD in Q1 2021 and has held it in 23 quarters since. 504 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.
- WT Wealth Management held 7,003 shares of iShares ESG Aware MSCI EAFE ETF worth $722K as of Q3 2026.
- WT Wealth Management bought 572 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $60K.
- iShares ESG Aware MSCI EAFE ETF made up 0.2% of WT Wealth Management's portfolio in Q3 2026, its #82 holding.
- WT Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2021 and has held it in 23 quarters since.
- 504 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.
Based on WT Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.