Alaska Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Alaska Wealth Advisors’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	$2.4M	Sell	23,343 -520	-2%	-$52.8K	0.26%	34
2026 Q1	$2.28M	Sell	23,863 -3,362	-12%	-$333K	0.27%	30
2025 Q4	$2.59M	Buy	27,225 +3,032	+13%	+$286K	0.33%	28
2025 Q3	$2.25M	Buy	24,193 +2,443	+11%	+$221K	0.29%	27
2025 Q2	$1.94M	Sell	21,750 -1,221	-5%	-$104K	0.28%	27
2025 Q1	$1.88M	Sell	22,971 -4,844	-17%	-$391K	0.29%	26
2024 Q4	$2.12M	Buy	27,815 +926	+3%	+$73.7K	0.33%	26
2024 Q3	$2.26M	Buy	26,889 +1,367	+5%	+$110K	0.34%	27
2024 Q2	$2.01M	Sell	25,522 -2,005	-7%	-$159K	0.31%	28
2024 Q1	$2.2M	Sell	27,527 -3,313	-11%	-$254K	0.33%	28
2023 Q4	$2.33M	Buy	30,840 +2,184	+8%	+$155K	0.39%	26
2023 Q3	$1.98M	Buy	28,656 +1,070	+4%	+$77K	0.32%	24
2023 Q2	$2.01M	Sell	27,586 -349	-1%	-$25.5K	0.32%	25
2023 Q1	$2.01M	Buy	27,935 +5,088	+22%	+$357K	0.34%	25
2022 Q4	$1.5M	Buy	22,847 +3,741	+20%	+$235K	0.27%	26
2022 Q3	$1.07M	Buy	19,106 +4,975	+35%	+$312K	0.21%	30
2022 Q2	$887K	Sell	14,131 -8,278	-37%	-$565K	0.18%	31
2022 Q1	$1.65M	Buy	22,409 +4,591	+26%	+$346K	0.3%	24
2021 Q4	$1.42M	Buy	17,818 +3,439	+24%	+$274K	0.25%	24
2021 Q3	$1.13M	Sell	14,379 -137	-0.9%	-$11K	0.22%	25
2021 Q2	$1.15M	Buy	14,516 +2,458	+20%	+$196K	0.22%	24
2021 Q1	$915K	Buy	12,058 +160	+1%	+$12K	0.18%	26
2020 Q4	$869K	Sell	11,898 -9,869	-45%	-$674K	0.18%	26
2020 Q3	$1.38M	Buy	21,767 +3,707	+21%	+$237K	0.3%	22
2020 Q2	$1.09M	Buy	18,060 +3,650	+25%	+$210K	0.26%	25
2020 Q1	$766K	Buy	14,410 +6,928	+93%	+$436K	0.21%	26
2019 Q4	$514K	Buy	+7,482	New	+$498K	0.08%	44

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

Alaska Wealth Advisors's ESGD Position: Q2 2026 in Review

Alaska Wealth Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2.2% in Q2 2026, selling an estimated $52.8K and leaving 23,343 shares worth $2.4M. The position accounts for 0.26% of the portfolio, ranked #34.

Alaska Wealth Advisors first reported a position in ESGD in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.59M in Q4 2025. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Alaska Wealth Advisors held 23,343 shares of iShares ESG Aware MSCI EAFE ETF worth $2.4M as of Q2 2026.
Alaska Wealth Advisors sold 520 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $52.8K.
iShares ESG Aware MSCI EAFE ETF made up 0.26% of Alaska Wealth Advisors's portfolio in Q2 2026, its #34 holding.
Alaska Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
Alaska Wealth Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $2.59M in Q4 2025.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Alaska Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.