AWA
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Aaron Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Aaron Wealth Advisors’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 		$624K Sell
6,065
-181
-3% -$18.4K 0.03% 361
2026
Q1 		$597K Buy
6,246
+193
+3% +$19.1K 0.03% 349
2025
Q4 		$576K Sell
6,053
-73
-1% -$6.88K 0.03% 394
2025
Q3 		$570K Buy
6,126
+522
+9% +$47.2K 0.03% 375
2025
Q2 		$500K Sell
5,604
-996
-15% -$84.9K 0.05% 235
2025
Q1 		$539K Sell
6,600
-1,070
-14% -$86.3K 0.06% 198
2024
Q4 		$584K Sell
7,670
-256
-3% -$20.4K 0.07% 179
2024
Q3 		$667K Hold
7,926
– – 0.08% 157
2024
Q2 		$624K Buy
7,926
+199
+3% +$15.8K 0.09% 143
2024
Q1 		$617K Buy
7,727
+2,440
+46% +$187K 0.09% 140
2023
Q4 		$399K Sell
5,287
-138
-3% -$9.77K 0.07% 155
2023
Q3 		$375K Buy
5,425
+749
+16% +$53.9K 0.05% 173
2023
Q2 		$341K Hold
4,676
– – 0.04% 194
2023
Q1 		$336K Sell
4,676
-140
-3% -$9.83K 0.05% 193
2022
Q4 		$317K Sell
4,816
-1,243
-21% -$78.1K 0.05% 189
2022
Q3 		$340K Sell
6,059
-632
-9% -$39.6K 0.06% 154
2022
Q2 		$419K Buy
6,691
+2,557
+62% +$175K 0.11% 114
2022
Q1 		$305K Buy
4,134
+45
+1% +$3.39K 0.07% 156
2021
Q4 		$324K Buy
4,089
+165
+4% +$13.1K 0.09% 135
2021
Q3 		$307K Hold
3,924
– – 0.09% 123
2021
Q2 		$310K Buy
3,924
+632
+19% +$50.3K 0.1% 122
2021
Q1 		$249K Buy
3,292
+212
+7% +$16K 0.09% 134
2020
Q4 		$224K Buy
+3,080
New +$210K 0.08% 119

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

Aaron Wealth Advisors's ESGD Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2.9% in Q2 2026, selling an estimated $18.4K and leaving 6,065 shares worth $624K. The position accounts for 0.03% of the portfolio, ranked #361.

Aaron Wealth Advisors first reported a position in ESGD in Q4 2020 and has held it in 23 quarters since. The position peaked at $667K in Q3 2024. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Aaron Wealth Advisors held 6,065 shares of iShares ESG Aware MSCI EAFE ETF worth $624K as of Q2 2026.
  • Aaron Wealth Advisors sold 181 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $18.4K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.03% of Aaron Wealth Advisors's portfolio in Q2 2026, its #361 holding.
  • Aaron Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • Aaron Wealth Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $667K in Q3 2024.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.