AFG
ESGD icon

ABLE Financial Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

ABLE Financial 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 		$628K Buy
6,104
+4
+0.1% +$406 0.11% 124
2026
Q1 		$583K Sell
6,100
-35
-0.6% -$3.46K 0.11% 124
2025
Q4 		$583K Buy
6,135
+487
+9% +$45.9K 0.12% 119
2025
Q3 		$525K Sell
5,648
-54
-0.9% -$4.89K 0.11% 122
2025
Q2 		$509K Buy
5,702
+298
+6% +$25.4K 0.12% 121
2025
Q1 		$441K Buy
5,404
+14
+0.3% +$1.13K 0.12% 113
2024
Q4 		$410K Buy
5,390
+350
+7% +$27.8K 0.12% 118
2024
Q3 		$424K Buy
5,040
+12
+0.2% +$970 0.13% 115
2024
Q2 		$396K Buy
5,028
+526
+12% +$41.8K 0.14% 110
2024
Q1 		$360K Sell
4,502
-39
-0.9% -$2.99K 0.14% 110
2023
Q4 		$343K Buy
4,541
+196
+5% +$13.9K 0.15% 105
2023
Q3 		$300K Sell
4,345
-466
-10% -$33.6K 0.15% 107
2023
Q2 		$351K Buy
4,811
+818
+20% +$59.7K 0.18% 89
2023
Q1 		$287K Buy
+3,993
New +$280K 0.19% 106

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

ABLE Financial Group's ESGD Position: Q2 2026 in Review

ABLE Financial Group increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.07% in Q2 2026, buying an estimated $406 and bringing the position to 6,104 shares worth $628K. The position accounts for 0.11% of the portfolio, ranked #124.

ABLE Financial Group first reported a position in ESGD in Q1 2023 and has held it in 14 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • ABLE Financial Group held 6,104 shares of iShares ESG Aware MSCI EAFE ETF worth $628K as of Q2 2026.
  • ABLE Financial Group bought 4 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $406.
  • iShares ESG Aware MSCI EAFE ETF made up 0.11% of ABLE Financial Group's portfolio in Q2 2026, its #124 holding.
  • ABLE Financial Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2023 and has held it in 14 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on ABLE Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.