1SB
ESGD icon

1ST Source Bank’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

1ST Source Bank’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 		$1.2M Buy
11,713
+474
+4% +$48.2K 0.05% 137
2026
Q1 		$1.07M Buy
11,239
+410
+4% +$40.6K 0.06% 140
2025
Q4 		$1.03M Hold
10,829
– – 0.05% 138
2025
Q3 		$1.01M Buy
10,829
+16
+0.1% +$1.45K 0.05% 139
2025
Q2 		$965K Sell
10,813
-55
-0.5% -$4.69K 0.05% 136
2025
Q1 		$888K Buy
10,868
+448
+4% +$36.1K 0.05% 139
2024
Q4 		$793K Buy
10,420
+618
+6% +$49.2K 0.05% 153
2024
Q3 		$825K Sell
9,802
-71
-0.7% -$5.74K 0.05% 149
2024
Q2 		$778K Buy
9,873
+97
+1% +$7.7K 0.05% 152
2024
Q1 		$781K Buy
9,776
+241
+3% +$18.5K 0.05% 154
2023
Q4 		$720K Sell
9,535
-13
-0.1% -$921 0.04% 152
2023
Q3 		$660K Buy
9,548
+9
+0.1% +$648 0.04% 154
2023
Q2 		$696K Buy
9,539
+474
+5% +$34.6K 0.04% 152
2023
Q1 		$651K Buy
9,065
+176
+2% +$12.4K 0.04% 162
2022
Q4 		$584K Buy
8,889
+3,739
+73% +$235K 0.04% 167
2022
Q3 		$289K Sell
5,150
-64
-1% -$4.01K 0.02% 212
2022
Q2 		$327K Buy
5,214
+819
+19% +$55.9K 0.02% 205
2022
Q1 		$324K Buy
4,395
+1,403
+47% +$106K 0.02% 219
2021
Q4 		$238K Hold
2,992
– – 0.01% 246
2021
Q3 		$235K Buy
2,992
+157
+6% +$12.6K 0.01% 240
2021
Q2 		$224K Buy
2,835
+132
+5% +$10.5K 0.01% 250
2021
Q1 		$205K Buy
+2,703
New +$204K 0.01% 246

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

1ST Source Bank's ESGD Position: Q2 2026 in Review

1ST Source Bank increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 4.2% in Q2 2026, buying an estimated $48.2K and bringing the position to 11,713 shares worth $1.2M. The position accounts for 0.05% of the portfolio, ranked #137.

1ST Source Bank first reported a position in ESGD in Q1 2021 and has held it in 22 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • 1ST Source Bank held 11,713 shares of iShares ESG Aware MSCI EAFE ETF worth $1.2M as of Q2 2026.
  • 1ST Source Bank bought 474 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $48.2K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.05% of 1ST Source Bank's portfolio in Q2 2026, its #137 holding.
  • 1ST Source Bank first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2021 and has held it in 22 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on 1ST Source Bank's 13F filing for Q2 2026, filed 6 Aug 2026.