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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
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

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

Atomi Financial Group's ESGD Position: Q2 2026 in Review

Atomi Financial Group increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 20% in Q2 2026, buying an estimated $440K and bringing the position to 25,571 shares worth $2.63M. The position accounts for 0.07% of the portfolio, ranked #213.

Atomi Financial Group first reported a position in ESGD in Q1 2024 and has held it in 10 quarters since. 759 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Atomi Financial Group held 25,571 shares of iShares ESG Aware MSCI EAFE ETF worth $2.63M as of Q2 2026.
  • Atomi Financial Group bought 4,330 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $440K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.07% of Atomi Financial Group's portfolio in Q2 2026, its #213 holding.
  • Atomi Financial Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
  • 759 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.