Atomi Financial Group
ESGD icon

Atomi Financial Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Atomi Financial Group’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
Q3 		$2.98M Buy
28,938
+3,367
+13% +$353K 0.08% 194
2026
Q2 		$2.63M Buy
25,571
+4,330
+20% +$440K 0.07% 213
2026
Q1 		$2.03M Buy
21,241
+6,537
+44% +$647K 0.06% 244
2025
Q4 		$1.4M Buy
14,704
+2,596
+21% +$245K 0.04% 314
2025
Q3 		$1.13M Buy
12,108
+3,202
+36% +$290K 0.04% 337
2025
Q2 		$795K Sell
8,906
-47
-0.5% -$4.01K 0.03% 415
2025
Q1 		$731K Sell
8,953
-2,671
-23% -$216K 0.03% 390
2024
Q4 		$885K Sell
11,624
-2,124
-15% -$169K 0.04% 298
2024
Q3 		$1.16M Sell
13,748
-4,125
-23% -$333K 0.07% 213
2024
Q2 		$1.41M Buy
17,873
+944
+6% +$75K 0.1% 160
2024
Q1 		$1.35M Buy
+16,929
New +$1.3M 0.12% 149

Other funds holding ESGD

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Atomi Financial Group's ESGD Position: Q3 2026 in Review

Atomi Financial Group increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 13% in Q3 2026, buying an estimated $353K and bringing the position to 28,938 shares worth $2.98M. The position accounts for 0.08% of the portfolio, ranked #194.

Atomi Financial Group first reported a position in ESGD in Q1 2024 and has held it in 11 quarters since. 689 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Atomi Financial Group held 28,938 shares of iShares ESG Aware MSCI EAFE ETF worth $2.98M as of Q3 2026.
  • Atomi Financial Group bought 3,367 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $353K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.08% of Atomi Financial Group's portfolio in Q3 2026, its #194 holding.
  • Atomi Financial Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2024 and has held it in 11 quarters since.
  • 689 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Atomi Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.