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

AE 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 		$288K Sell
2,804
-305
-10% -$31K ﹤0.01% 1510
2026
Q1 		$297K Buy
3,109
+716
+30% +$70.8K ﹤0.01% 1383
2025
Q4 		$228K Buy
2,393
+983
+70% +$92.7K ﹤0.01% 1456
2025
Q3 		$131K Buy
1,410
+511
+57% +$46.2K ﹤0.01% 1493
2025
Q2 		$80.2K Buy
899
+319
+55% +$27.2K ﹤0.01% 1534
2025
Q1 		$47.4K Buy
580
+414
+249% +$33.4K ﹤0.01% 1596
2024
Q4 		$12.6K Buy
+166
New +$13.2K ﹤0.01% 1813
2024
Q1 		– Sell
-2,928
Closed -$221K – 1398
2023
Q4 		$221K Sell
2,928
-2,867
-49% -$203K ﹤0.01% 1849
2023
Q3 		$401K Sell
5,795
-2,374
-29% -$171K ﹤0.01% 1494
2023
Q2 		$596K Sell
8,169
-395
-5% -$28.8K ﹤0.01% 1296
2023
Q1 		$615K Buy
8,564
+746
+10% +$52.4K ﹤0.01% 1246
2022
Q4 		$514K Sell
7,818
-524
-6% -$32.9K ﹤0.01% 1306
2022
Q3 		$468K Buy
8,342
+146
+2% +$9.15K ﹤0.01% 1295
2022
Q2 		$514K Buy
8,196
+1,789
+28% +$122K ﹤0.01% 1191
2022
Q1 		$472K Sell
6,407
-8,248
-56% -$621K ﹤0.01% 1256
2021
Q4 		$1.17M Buy
14,655
+6,093
+71% +$485K 0.01% 881
2021
Q3 		$671K Buy
8,562
+4,351
+103% +$349K 0.01% 1028
2021
Q2 		$333K Buy
+4,211
New +$335K ﹤0.01% 1300

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

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

AE Wealth Management reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 9.8% in Q2 2026, selling an estimated $31K and leaving 2,804 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #1510.

AE Wealth Management first reported a position in ESGD in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.17M in Q4 2021. 760 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • AE Wealth Management held 2,804 shares of iShares ESG Aware MSCI EAFE ETF worth $288K as of Q2 2026.
  • AE Wealth Management sold 305 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $31K.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1510 holding.
  • AE Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2021 and has held it in 18 quarters since.
  • AE Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $1.17M in Q4 2021.
  • 760 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.