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

Aprio 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 		$1.38M Buy
13,376
+49
+0.4% +$4.98K 0.07% 182
2026
Q1 		$1.27M Sell
13,327
-47
-0.4% -$4.65K 0.07% 163
2025
Q4 		$1.27M Buy
13,374
+418
+3% +$39.4K 0.07% 165
2025
Q3 		$1.2M Buy
12,956
+107
+0.8% +$9.68K 0.12% 112
2025
Q2 		$1.15M Sell
12,849
-470
-4% -$40.1K 0.13% 99
2025
Q1 		$1.09M Sell
13,319
-247
-2% -$19.9K 0.14% 101
2024
Q4 		$1.03M Buy
13,566
+212
+2% +$16.9K 0.15% 85
2024
Q3 		$1.12M Buy
13,354
+76
+0.6% +$6.14K 0.18% 74
2024
Q2 		$1.05M Buy
13,278
+2,191
+20% +$174K 0.19% 69
2024
Q1 		$886K Buy
11,087
+103
+0.9% +$7.89K 0.17% 72
2023
Q4 		$830K Buy
10,984
+54
+0.5% +$3.82K 0.19% 66
2023
Q3 		$756K Buy
10,930
+332
+3% +$23.9K 0.21% 60
2023
Q2 		$773K Buy
10,598
+607
+6% +$44.3K 0.21% 51
2023
Q1 		$718K Buy
9,991
+4,534
+83% +$318K 0.22% 47
2022
Q4 		$359K Buy
+5,457
New +$343K 0.13% 77

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

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

Aprio Wealth Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.37% in Q2 2026, buying an estimated $4.98K and bringing the position to 13,376 shares worth $1.38M. The position accounts for 0.07% of the portfolio, ranked #182.

Aprio Wealth Management first reported a position in ESGD in Q4 2022 and has held it in 15 quarters since. 759 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Aprio Wealth Management held 13,376 shares of iShares ESG Aware MSCI EAFE ETF worth $1.38M as of Q2 2026.
  • Aprio Wealth Management bought 49 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $4.98K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.07% of Aprio Wealth Management's portfolio in Q2 2026, its #182 holding.
  • Aprio Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • 759 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.