Ashton Thomas Private Wealth’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Ashton Thomas Private Wealth’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	$839K	Buy	8,161 +178	+2%	+$18.1K	0.02%	602
2026 Q1	$763K	Buy	7,983 +2,280	+40%	+$226K	0.02%	611
2025 Q4	$542K	Sell	5,703 -343	-6%	-$32.3K	0.01%	637
2025 Q3	$562K	Buy	6,046 +3,028	+100%	+$274K	0.01%	619
2025 Q2	$269K	Buy	+3,018	New	+$257K	0.01%	722
2024 Q3	–	Sell	-115	Closed	-$9.06K	–	989
2024 Q2	$9.06K	Buy	+115	New	+$9.13K	﹤0.01%	1362

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

Ashton Thomas Private Wealth's ESGD Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2.2% in Q2 2026, buying an estimated $18.1K and bringing the position to 8,161 shares worth $839K. The position accounts for 0.02% of the portfolio, ranked #602.

Ashton Thomas Private Wealth first reported a position in ESGD in Q2 2024 and has held it in 6 quarters since. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Ashton Thomas Private Wealth held 8,161 shares of iShares ESG Aware MSCI EAFE ETF worth $839K as of Q2 2026.
Ashton Thomas Private Wealth bought 178 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $18.1K.
iShares ESG Aware MSCI EAFE ETF made up 0.02% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #602 holding.
Ashton Thomas Private Wealth first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2024 and has held it in 6 quarters since.
757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.