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Allworth Financial’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Allworth Financial’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 		$218K Buy
2,119
+212
+11% +$21.5K ﹤0.01% 1439
2026
Q1 		$182K Buy
1,907
+190
+11% +$18.8K ﹤0.01% 1460
2025
Q4 		$163K Buy
1,717
+1,658
+2,810% +$156K ﹤0.01% 1450
2025
Q3 		$5.51K Sell
59
-336
-85% -$30.4K ﹤0.01% 3495
2025
Q2 		$35.3K Buy
395
+1
+0.3% +$85 ﹤0.01% 2160
2025
Q1 		$33K Sell
394
-667
-63% -$53.8K ﹤0.01% 1771
2024
Q4 		$83.4K Buy
1,061
+235
+28% +$18.7K ﹤0.01% 1346
2024
Q3 		$69.5K Sell
826
-131
-14% -$10.6K ﹤0.01% 1246
2024
Q2 		$76.3K Sell
957
-391
-29% -$31.1K ﹤0.01% 1184
2024
Q1 		$108K Buy
1,348
+457
+51% +$35K ﹤0.01% 994
2023
Q4 		$67.3K Sell
891
-8,661
-91% -$613K ﹤0.01% 1078
2023
Q3 		$660K Buy
9,552
+6,589
+222% +$474K 0.01% 432
2023
Q2 		$216K Sell
2,963
-644
-18% -$47K ﹤0.01% 677
2023
Q1 		$259K Buy
3,607
+1,478
+69% +$104K ﹤0.01% 599
2022
Q4 		$140K Sell
2,129
-239
-10% -$15K ﹤0.01% 717
2022
Q3 		$133K Hold
2,368
– – ﹤0.01% 692
2022
Q2 		$149K Hold
2,368
– – ﹤0.01% 619
2022
Q1 		$175K Hold
2,368
– – ﹤0.01% 577
2021
Q4 		$188K Hold
2,368
– – ﹤0.01% 543
2021
Q3 		$186K Buy
+2,368
New +$190K ﹤0.01% 501
2020
Q1 		– Sell
-167
Closed -$11K – 1257
2019
Q4 		$11K Buy
+167
New +$11.1K ﹤0.01% 624

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

Allworth Financial's ESGD Position: Q2 2026 in Review

Allworth Financial increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 11% in Q2 2026, buying an estimated $21.5K and bringing the position to 2,119 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

Allworth Financial first reported a position in ESGD in Q4 2019 and has held it in 21 quarters since. The position peaked at $660K in Q3 2023. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Allworth Financial held 2,119 shares of iShares ESG Aware MSCI EAFE ETF worth $218K as of Q2 2026.
  • Allworth Financial bought 212 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $21.5K.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1439 holding.
  • Allworth Financial first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2019 and has held it in 21 quarters since.
  • Allworth Financial's iShares ESG Aware MSCI EAFE ETF position peaked at $660K in Q3 2023.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.