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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
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

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
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

XY Planning Network's ESGD Position: Q2 2026 in Review

XY Planning Network increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 4.9% in Q2 2026, buying an estimated $52.6K and bringing the position to 11,176 shares worth $1.15M. The position accounts for 0.14% of the portfolio, ranked #131.

XY Planning Network first reported a position in ESGD in Q2 2025 and has held it in 5 quarters since. 262 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • XY Planning Network held 11,176 shares of iShares ESG Aware MSCI EAFE ETF worth $1.15M as of Q2 2026.
  • XY Planning Network bought 518 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $52.6K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.14% of XY Planning Network's portfolio in Q2 2026, its #131 holding.
  • XY Planning Network first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
  • 262 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.