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 Q2	$203K	Sell	1,971 -10	-0.5%	-$1.02K	﹤0.01%	622
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 $1.55T 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

Atlantic Union Bankshares's ESGD Position: Q2 2026 in Review

Atlantic Union Bankshares reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.5% in Q2 2026, selling an estimated $1.02K and leaving 1,971 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

Atlantic Union Bankshares first reported a position in ESGD in Q2 2025 and has held it in 5 quarters since. 759 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Atlantic Union Bankshares held 1,971 shares of iShares ESG Aware MSCI EAFE ETF worth $203K as of Q2 2026.
Atlantic Union Bankshares sold 10 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $1.02K.
iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #622 holding.
Atlantic Union Bankshares first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
759 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.