AWA
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ARQ Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

ARQ Wealth 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 		$228K Buy
2,210
+15
+0.7% +$1.52K 0.03% 198
2026
Q1 		$210K Sell
2,195
-697
-24% -$69K 0.04% 182
2025
Q4 		$275K Buy
2,892
+20
+0.7% +$1.89K 0.07% 119
2025
Q3 		$267K Sell
2,872
-39
-1% -$3.53K 0.08% 122
2025
Q2 		$238K Hold
2,911
– – 0.08% 93
2025
Q1 		$238K Buy
2,911
+2
+0.1% +$161 0.09% 88
2024
Q4 		$221K Sell
2,909
-613
-17% -$48.8K 0.08% 94
2024
Q3 		$294K Buy
3,522
+31
+0.9% +$2.5K 0.11% 83
2024
Q2 		$275K Buy
3,491
+50
+1% +$3.97K 0.12% 77
2024
Q1 		$275K Buy
3,441
+175
+5% +$13.4K 0.12% 76
2023
Q4 		$247K Buy
3,266
+29
+0.9% +$2.05K 0.15% 59
2023
Q3 		$224K Buy
+3,237
New +$233K 0.17% 53

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

ARQ Wealth Advisors's ESGD Position: Q2 2026 in Review

ARQ Wealth Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.68% in Q2 2026, buying an estimated $1.52K and bringing the position to 2,210 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #198.

ARQ Wealth Advisors first reported a position in ESGD in Q3 2023 and has held it in 12 quarters since. The position peaked at $294K in Q3 2024. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • ARQ Wealth Advisors held 2,210 shares of iShares ESG Aware MSCI EAFE ETF worth $228K as of Q2 2026.
  • ARQ Wealth Advisors bought 15 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $1.52K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.03% of ARQ Wealth Advisors's portfolio in Q2 2026, its #198 holding.
  • ARQ Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2023 and has held it in 12 quarters since.
  • ARQ Wealth Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $294K in Q3 2024.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

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