Abound Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Abound Wealth Management’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	$13.8K	Buy	134 +1	+0.8%	+$102	﹤0.01%	423
2026 Q1	$12.8K	Hold	133	–	–	﹤0.01%	492
2025 Q4	$12.7K	Buy	133 +62	+87%	+$5.84K	﹤0.01%	457
2025 Q3	$6.6K	Buy	+71	New	+$6.42K	﹤0.01%	579
2024 Q4	–	Sell	-1	Closed	-$85	–	1268
2024 Q3	$85	Buy	+1	New	+$81	﹤0.01%	1284
2023 Q4	–	Sell	-2	Closed	-$139	–	1375
2023 Q3	$139	Buy	+2	New	+$144	﹤0.01%	1136

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

Abound Wealth Management's ESGD Position: Q2 2026 in Review

Abound Wealth Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.75% in Q2 2026, buying an estimated $102 and bringing the position to 134 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Abound Wealth Management first reported a position in ESGD in Q3 2023 and has held it in 6 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Abound Wealth Management held 134 shares of iShares ESG Aware MSCI EAFE ETF worth $13.8K as of Q2 2026.
Abound Wealth Management bought 1 iShares ESG Aware MSCI EAFE ETF share in Q2 2026, an estimated $102.
iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #423 holding.
Abound Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2023 and has held it in 6 quarters since.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.