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

Angeles 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 		$95.8K Buy
931
+147
+19% +$14.9K ﹤0.01% 541
2026
Q1 		$74.9K Hold
784
– – ﹤0.01% 455
2025
Q4 		$74.5K Hold
784
– – ﹤0.01% 409
2025
Q3 		$72.9K Sell
784
-100
-11% -$9.05K ﹤0.01% 367
2025
Q2 		$78.8K Buy
+884
New +$75.4K 0.01% 367

Other funds holding ESGD

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

Angeles Wealth Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 19% in Q2 2026, buying an estimated $14.9K and bringing the position to 931 shares worth $95.8K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Angeles Wealth Management first reported a position in ESGD in Q2 2025 and has held it in 5 quarters since. 516 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Angeles Wealth Management held 931 shares of iShares ESG Aware MSCI EAFE ETF worth $95.8K as of Q2 2026.
  • Angeles Wealth Management bought 147 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $14.9K.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #541 holding.
  • Angeles Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
  • 516 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.