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ESGD icon

AlTi Global’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

AlTi Global’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 		$29.7M Buy
289,260
+3,616
+1% +$367K 0.61% 23
2026
Q1 		$27.3M Buy
285,644
+5,464
+2% +$541K 0.59% 24
2025
Q4 		$26.6M Buy
280,180
+10,909
+4% +$1.03M 0.57% 24
2025
Q3 		$25M Buy
269,271
+12,737
+5% +$1.15M 0.59% 24
2025
Q2 		$22.9M Buy
256,534
+100,881
+65% +$8.6M 0.57% 25
2025
Q1 		$12.7M Sell
155,653
-80,075
-34% -$6.46M 0.33% 40
2024
Q4 		$17.9M Sell
235,728
-2,394
-1% -$190K 0.43% 31
2024
Q3 		$20M Sell
238,122
-15,313
-6% -$1.24M 0.48% 29
2024
Q2 		$20M Sell
253,435
-18,710
-7% -$1.49M 0.54% 26
2024
Q1 		$21.7M Sell
272,145
-35,415
-12% -$2.71M 0.6% 23
2023
Q4 		$23.2M Buy
+307,560
New +$21.8M 0.71% 23

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

AlTi Global's ESGD Position: Q2 2026 in Review

AlTi Global increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.3% in Q2 2026, buying an estimated $367K and bringing the position to 289,260 shares worth $29.7M. The position accounts for 0.61% of the portfolio, ranked #23.

AlTi Global first reported a position in ESGD in Q4 2023 and has held it in 11 quarters since. 755 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • AlTi Global held 289,260 shares of iShares ESG Aware MSCI EAFE ETF worth $29.7M as of Q2 2026.
  • AlTi Global bought 3,616 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $367K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.61% of AlTi Global's portfolio in Q2 2026, its #23 holding.
  • AlTi Global first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • 755 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.