Accredited Investors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Accredited Investors’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	$6.5M	Sell	63,199 -258	-0.4%	-$26.2K	0.28%	42
2026 Q1	$6.07M	Sell	63,457 -579	-0.9%	-$57.3K	0.33%	42
2025 Q4	$6.09M	Buy	64,036 +1,543	+2%	+$145K	0.32%	43
2025 Q3	$5.81M	Buy	62,493 +17	+0%	+$1.54K	0.32%	43
2025 Q2	$5.57M	Buy	62,476 +170	+0.3%	+$14.5K	0.33%	43
2025 Q1	$5.09M	Sell	62,306 -2,776	-4%	-$224K	0.32%	37
2024 Q4	$4.96M	Sell	65,082 -2,087	-3%	-$166K	0.29%	40
2024 Q3	$5.65M	Buy	67,169 +4,011	+6%	+$324K	0.32%	38
2024 Q2	$4.98M	Buy	63,158 +2,556	+4%	+$203K	0.31%	39
2024 Q1	$4.84M	Buy	60,602 +2,852	+5%	+$218K	0.31%	39
2023 Q4	$4.36M	Buy	57,750 +3,113	+6%	+$220K	0.31%	43
2023 Q3	$3.78M	Sell	54,637 -3,453	-6%	-$249K	0.28%	40
2023 Q2	$4.24M	Sell	58,090 -138	-0.2%	-$10.1K	0.3%	38
2023 Q1	$4.18M	Buy	58,228 +924	+2%	+$64.8K	0.32%	38
2022 Q4	$3.77M	Buy	57,304 +2,586	+5%	+$162K	0.32%	37
2022 Q3	$3.07M	Buy	54,718 +5,181	+10%	+$325K	0.36%	35
2022 Q2	$3.11M	Buy	49,537 +16,164	+48%	+$1.1M	0.37%	34
2022 Q1	$2.46M	Buy	33,373 +2,966	+10%	+$223K	0.22%	44
2021 Q4	$2.42M	Buy	30,407 +2,914	+11%	+$232K	0.22%	42
2021 Q3	$2.15M	Buy	27,493 +2,682	+11%	+$215K	0.23%	39
2021 Q2	$1.96M	Buy	24,811 +2,011	+9%	+$160K	0.2%	42
2021 Q1	$1.73M	Sell	22,800 -109	-0.5%	-$8.21K	0.23%	45
2020 Q4	$1.67M	Buy	22,909 +3,749	+20%	+$256K	0.28%	42
2020 Q3	$1.22M	Sell	19,160 -231	-1%	-$14.7K	0.25%	46
2020 Q2	$1.18M	Buy	19,391 +1,693	+10%	+$97.2K	0.24%	46
2020 Q1	$941K	Buy	17,698 +3,988	+29%	+$251K	0.22%	50
2019 Q4	$942K	Buy	13,710 +297	+2%	+$19.8K	0.16%	60
2019 Q3	$860K	Buy	13,413 +761	+6%	+$48.1K	0.17%	59
2019 Q2	$814K	Buy	12,652 +7,145	+130%	+$456K	0.16%	60
2019 Q1	$348K	Buy	5,507 +595	+12%	+$36.5K	0.07%	95
2018 Q4	$282K	Buy	4,912 +180	+4%	+$10.9K	0.06%	99
2018 Q3	$313K	Buy	+4,732	New	+$311K	0.08%	93

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

Accredited Investors's ESGD Position: Q2 2026 in Review

Accredited Investors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.41% in Q2 2026, selling an estimated $26.2K and leaving 63,199 shares worth $6.5M. The position accounts for 0.28% of the portfolio, ranked #42.

Accredited Investors first reported a position in ESGD in Q3 2018 and has held it in 32 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Accredited Investors held 63,199 shares of iShares ESG Aware MSCI EAFE ETF worth $6.5M as of Q2 2026.
Accredited Investors sold 258 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $26.2K.
iShares ESG Aware MSCI EAFE ETF made up 0.28% of Accredited Investors's portfolio in Q2 2026, its #42 holding.
Accredited Investors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2018 and has held it in 32 quarters since.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.