Abacus Planning Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Abacus Planning Group’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	$324K	Buy	3,147 +39	+1%	+$3.96K	0.04%	195
2026 Q1	$297K	Hold	3,108	–	–	0.04%	207
2025 Q4	$296K	Buy	3,108 +45	+1%	+$4.24K	0.04%	198
2025 Q3	$285K	Buy	3,063 +667	+28%	+$60.3K	0.04%	198
2025 Q2	$214K	Buy	+2,396	New	+$204K	0.03%	225

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Abacus Planning Group's ESGD Position: Q2 2026 in Review

Abacus Planning Group increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.3% in Q2 2026, buying an estimated $3.96K and bringing the position to 3,147 shares worth $324K. The position accounts for 0.04% of the portfolio, ranked #195.

Abacus Planning Group first reported a position in ESGD in Q2 2025 and has held it in 5 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Abacus Planning Group held 3,147 shares of iShares ESG Aware MSCI EAFE ETF worth $324K as of Q2 2026.
Abacus Planning Group bought 39 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $3.96K.
iShares ESG Aware MSCI EAFE ETF made up 0.04% of Abacus Planning Group's portfolio in Q2 2026, its #195 holding.
Abacus Planning Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.