AmeriFlex Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

AmeriFlex Group’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	$60.9K	Buy	592 +187	+46%	+$19K	0.02%	449
2026 Q1	$38.7K	Sell	405 -60	-13%	-$5.94K	0.02%	471
2025 Q4	$44.2K	Sell	465 -457	-50%	-$43.1K	0.02%	441
2025 Q3	$85.7K	Buy	922 +718	+352%	+$65K	0.03%	349
2025 Q2	$18K	Buy	204 +4	+2%	+$341	0.01%	592
2025 Q1	$16.4K	Hold	200	–	–	0.01%	727
2024 Q4	$15.9K	Buy	+200	New	+$15.9K	0.01%	676

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

AmeriFlex Group's ESGD Position: Q2 2026 in Review

AmeriFlex Group increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 46% in Q2 2026, buying an estimated $19K and bringing the position to 592 shares worth $60.9K. The position accounts for 0.02% of the portfolio, ranked #449.

AmeriFlex Group first reported a position in ESGD in Q4 2024 and has held it in 7 quarters since. The position peaked at $85.7K in Q3 2025. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

AmeriFlex Group held 592 shares of iShares ESG Aware MSCI EAFE ETF worth $60.9K as of Q2 2026.
AmeriFlex Group bought 187 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $19K.
iShares ESG Aware MSCI EAFE ETF made up 0.02% of AmeriFlex Group's portfolio in Q2 2026, its #449 holding.
AmeriFlex Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's iShares ESG Aware MSCI EAFE ETF position peaked at $85.7K in Q3 2025.
757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.