Superior Planning, LLC’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Superior Planning, LLC’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	$53.2K	Buy	+516	New	+$54.2K	0.02%	367

Other funds holding ESGD

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

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

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

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

Spinnaker Trust Portland, Maine $2.1B AUM 18.5% 1-Year Est. Return

Superior Planning, LLC's ESGD Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2026: 516 shares worth $53.2K. The stake represents 0.02% of the portfolio and ranks #367 among its holdings.

591 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

Superior Planning, LLC held 516 shares of iShares ESG Aware MSCI EAFE ETF worth $53.2K as of Q3 2026.
iShares ESG Aware MSCI EAFE ETF was a new Superior Planning, LLC position in Q3 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #367 holding.
591 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.