Arax Advisory Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Arax Advisory Partners’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	$111K	Buy	1,084 +1,001	+1,206%	+$102K	﹤0.01%	2647
2026 Q1	$7.95K	Sell	83 -317	-79%	-$31.4K	﹤0.01%	2570
2025 Q4	$38K	Buy	+400	New	+$37.7K	﹤0.01%	1759
2025 Q3	–	Sell	-70	Closed	-$6.25K	–	3801
2025 Q2	$6.25K	Buy	70 +1	+1%	+$85	﹤0.01%	2155
2025 Q1	$5.63K	Buy	+69	New	+$5.57K	﹤0.01%	1737

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

Arax Advisory Partners's ESGD Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1,206% in Q2 2026, buying an estimated $102K and bringing the position to 1,084 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #2647.

Arax Advisory Partners first reported a position in ESGD in Q1 2025 and has held it in 5 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Arax Advisory Partners held 1,084 shares of iShares ESG Aware MSCI EAFE ETF worth $111K as of Q2 2026.
Arax Advisory Partners bought 1,001 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $102K.
iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2647 holding.
Arax Advisory Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2025 and has held it in 5 quarters since.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.