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ESGD icon

Aufman Associates’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Aufman Associates’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 		$720K Buy
7,003
+92
+1% +$9.35K 0.29% 27
2026
Q1 		$661K Hold
6,911
– – 0.32% 27
2025
Q4 		$657K Buy
6,911
+109
+2% +$10.3K 0.34% 27
2025
Q3 		$632K Hold
6,802
– – 0.36% 27
2025
Q2 		$607K Buy
6,802
+126
+2% +$10.7K 0.37% 26
2025
Q1 		$545K Hold
6,676
– – 0.37% 27
2024
Q4 		$508K Buy
6,676
+88
+1% +$7K 0.34% 27
2024
Q3 		$555K Sell
6,588
-64
-1% -$5.17K 0.36% 27
2024
Q2 		$524K Buy
6,652
+40
+0.6% +$3.18K 0.37% 24
2024
Q1 		$528K Sell
6,612
-116
-2% -$8.89K 0.37% 21
2023
Q4 		$508K Sell
6,728
-133
-2% -$9.42K 0.38% 22
2023
Q3 		$474K Hold
6,861
– – 0.4% 22
2023
Q2 		$500K Buy
6,861
+13
+0.2% +$948 0.41% 22
2023
Q1 		$492K Buy
6,848
+1,265
+23% +$88.8K 0.42% 22
2022
Q4 		$367K Buy
5,583
+5
+0.1% +$314 0.34% 25
2022
Q3 		$313K Hold
5,578
– – 0.33% 26
2022
Q2 		$350K Buy
5,578
+42
+0.8% +$2.87K 0.33% 25
2022
Q1 		$408K Buy
5,536
+643
+13% +$48.4K 0.32% 27
2021
Q4 		$389K Buy
+4,893
New +$390K 0.29% 28

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

Aufman Associates's ESGD Position: Q2 2026 in Review

Aufman Associates increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.3% in Q2 2026, buying an estimated $9.35K and bringing the position to 7,003 shares worth $720K. The position accounts for 0.29% of the portfolio, ranked #27.

Aufman Associates first reported a position in ESGD in Q4 2021 and has held it in 19 quarters since. 759 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Aufman Associates held 7,003 shares of iShares ESG Aware MSCI EAFE ETF worth $720K as of Q2 2026.
  • Aufman Associates bought 92 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $9.35K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.29% of Aufman Associates's portfolio in Q2 2026, its #27 holding.
  • Aufman Associates first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • 759 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Aufman Associates's 13F filing for Q2 2026, filed 12 Aug 2026.