Atria Investments’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Atria Investments’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	–	Sell	-3,038	Closed	-$290K	–	2157
2026 Q1	$290K	Buy	3,038 +70	+2%	+$6.93K	﹤0.01%	1776
2025 Q4	$282K	Sell	2,968 -124	-4%	-$11.7K	﹤0.01%	1766
2025 Q3	$288K	Buy	+3,092	New	+$280K	﹤0.01%	1745
2024 Q4	–	Sell	-7,706	Closed	-$649K	–	1889
2024 Q3	$649K	Buy	7,706 +63	+0.8%	+$5.09K	0.01%	1201
2024 Q2	$602K	Buy	+7,643	New	+$607K	0.01%	1214

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

Atria Investments's ESGD Position: Q2 2026 in Review

Atria Investments sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026, closing a stake of 3,038 shares — an estimated $290K sold.

Atria Investments first reported a position in ESGD in Q2 2024 and held it in 5 quarters. The position peaked at $649K in Q3 2024. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Atria Investments reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Atria Investments sold 3,038 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $290K.
Atria Investments first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2024 and held it in 5 quarters.
Atria Investments's iShares ESG Aware MSCI EAFE ETF position peaked at $649K in Q3 2024.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.