Atlantic Union Bankshares’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Atlantic Union Bankshares’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 Q1	$189K	Buy	1,981 +425	+27%	+$42.1K	﹤0.01%	597
2025 Q4	$148K	Buy	1,556 +1,118	+255%	+$105K	﹤0.01%	648
2025 Q3	$40.7K	Hold	438	–	–	﹤0.01%	959
2025 Q2	$39.1K	Buy	+438	New	+$37.3K	﹤0.01%	697

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Atlantic Union Bankshares's ESGD Position: Q1 2026 in Review

Atlantic Union Bankshares increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 27% in Q1 2026, buying an estimated $42.1K and bringing the position to 1,981 shares worth $189K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Atlantic Union Bankshares first reported a position in ESGD in Q2 2025 and has held it in 4 quarters since. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Atlantic Union Bankshares held 1,981 shares of iShares ESG Aware MSCI EAFE ETF worth $189K as of Q1 2026.
Atlantic Union Bankshares bought 425 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $42.1K.
iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q1 2026, its #597 holding.
Atlantic Union Bankshares first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2025 and has held it in 4 quarters since.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.