Abundance Wealth Counselors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Abundance Wealth Counselors’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	$541K	Buy	5,260 +2,630	+100%	+$267K	0.04%	176
2026 Q1	$251K	Hold	2,630	–	–	0.04%	205
2025 Q4	$250K	Buy	+2,630	New	+$248K	0.04%	148
2023 Q1	–	Sell	-3,233	Closed	-$213K	–	150
2022 Q4	$213K	Buy	+3,233	New	+$203K	0.06%	135
2021 Q2	–	Sell	-1,350	Closed	-$102K	–	176
2021 Q1	$102K	Buy	+1,350	New	+$102K	0.03%	119

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

Abundance Wealth Counselors's ESGD Position: Q2 2026 in Review

Abundance Wealth Counselors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 100% in Q2 2026, buying an estimated $267K and bringing the position to 5,260 shares worth $541K. The position accounts for 0.04% of the portfolio, ranked #176.

Abundance Wealth Counselors first reported a position in ESGD in Q1 2021 and has held it in 5 quarters since. 760 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Abundance Wealth Counselors held 5,260 shares of iShares ESG Aware MSCI EAFE ETF worth $541K as of Q2 2026.
Abundance Wealth Counselors bought 2,630 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $267K.
iShares ESG Aware MSCI EAFE ETF made up 0.04% of Abundance Wealth Counselors's portfolio in Q2 2026, its #176 holding.
Abundance Wealth Counselors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2021 and has held it in 5 quarters since.
760 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.