XY Planning Network
ESGD icon

XY Planning Network’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

XY Planning Network’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 		$1.15M Buy
11,178
+2
+0% +$210 0.12% 144
2026
Q2 		$1.15M Buy
11,176
+518
+5% +$52.6K 0.14% 131
2026
Q1 		$1.04M Sell
10,658
-45
-0.4% -$4.45K 0.17% 124
2025
Q4 		$1.02M Buy
10,703
+1,034
+11% +$97.5K 0.18% 120
2025
Q3 		$863K Hold
9,669
– – 0.29% 78
2025
Q2 		$863K Buy
+9,669
New +$824K 0.29% 78

Other funds holding ESGD

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
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
Bond & Devick Financial Network
Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 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
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Windsor Capital Management
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
FinArc Investments
FinArc Investments Norwood, Massachusetts $113M AUM 13.61% 1-Year Est. Return

XY Planning Network's ESGD Position: Q3 2026 in Review

XY Planning Network increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.02% in Q3 2026, buying an estimated $210 and bringing the position to 11,178 shares worth $1.15M. The position accounts for 0.12% of the portfolio, ranked #144.

XY Planning Network first reported a position in ESGD in Q2 2025 and has held it in 6 quarters since. 250 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • XY Planning Network held 11,178 shares of iShares ESG Aware MSCI EAFE ETF worth $1.15M as of Q3 2026.
  • XY Planning Network bought 2 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $210.
  • iShares ESG Aware MSCI EAFE ETF made up 0.12% of XY Planning Network's portfolio in Q3 2026, its #144 holding.
  • XY Planning Network first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2025 and has held it in 6 quarters since.
  • 250 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.