Annis Gardner Whiting Capital Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Annis Gardner Whiting Capital 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	$3.12M	Sell	30,349 -26	-0.1%	-$2.64K	0.47%	32
2026 Q1	$2.9M	Hold	30,375	–	–	0.47%	31
2025 Q4	$2.89M	Sell	30,375 -31	-0.1%	-$2.92K	0.55%	24
2025 Q3	$2.83M	Buy	30,406 +22	+0.1%	+$1.99K	0.58%	23
2025 Q2	$2.71M	Buy	30,384 +2,758	+10%	+$235K	0.94%	14
2025 Q1	$2.26M	Buy	27,626 +2,534	+10%	+$204K	0.95%	15
2024 Q4	$1.91M	Buy	25,092 +100	+0.4%	+$7.96K	0.54%	32
2024 Q3	$2.1M	Sell	24,992 -22	-0.1%	-$1.78K	0.59%	25
2024 Q2	$1.97M	Buy	25,014 +113	+0.5%	+$8.97K	0.56%	24
2024 Q1	$1.99M	Buy	24,901 +7,650	+44%	+$586K	0.71%	16
2023 Q4	$1.3M	Buy	17,251 +20	+0.1%	+$1.42K	0.58%	28
2023 Q3	$1.19M	Buy	+17,231	New	+$1.24M	0.64%	25

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

Annis Gardner Whiting Capital Advisors's ESGD Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.09% in Q2 2026, selling an estimated $2.64K and leaving 30,349 shares worth $3.12M. The position accounts for 0.47% of the portfolio, ranked #32.

Annis Gardner Whiting Capital Advisors first reported a position in ESGD in Q3 2023 and has held it in 12 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 30,349 shares of iShares ESG Aware MSCI EAFE ETF worth $3.12M as of Q2 2026.
Annis Gardner Whiting Capital Advisors sold 26 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $2.64K.
iShares ESG Aware MSCI EAFE ETF made up 0.47% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #32 holding.
Annis Gardner Whiting Capital Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2023 and has held it in 12 quarters since.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.