Avantax Advisory Services’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Avantax Advisory Services’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
2025 Q2	$819K	Buy	9,180 +1,081	+13%	+$92.2K	﹤0.01%	1286
2025 Q1	$662K	Buy	8,099 +51	+0.6%	+$4.12K	﹤0.01%	1336
2024 Q4	$613K	Buy	8,048 +2,860	+55%	+$228K	﹤0.01%	1325
2024 Q3	$437K	Buy	5,188 +382	+8%	+$30.9K	﹤0.01%	1504
2024 Q2	$379K	Buy	4,806 +496	+12%	+$39.4K	﹤0.01%	1547
2024 Q1	$344K	Sell	4,310 -217	-5%	-$16.6K	﹤0.01%	1228
2023 Q4	$342K	Sell	4,527 -2,287	-34%	-$162K	﹤0.01%	1168
2023 Q3	$471K	Sell	6,814 -1,447	-18%	-$104K	0.01%	972
2023 Q2	$602K	Sell	8,261 -1,146	-12%	-$83.6K	0.01%	874
2023 Q1	$676K	Buy	9,407 +1,728	+23%	+$121K	0.01%	798
2022 Q4	$505K	Buy	7,679 +369	+5%	+$23.2K	0.01%	860
2022 Q3	$410K	Sell	7,310 -295	-4%	-$18.5K	0.01%	869
2022 Q2	$477K	Sell	7,605 -1,033	-12%	-$70.5K	0.01%	801
2022 Q1	$636K	Buy	8,638 +1,349	+19%	+$102K	0.01%	705
2021 Q4	$579K	Buy	7,289 +3,579	+96%	+$285K	0.01%	711
2021 Q3	$291K	Buy	+3,710	New	+$298K	﹤0.01%	936

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avantax Advisory Services's ESGD Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 13% in Q2 2025, buying an estimated $92.2K and bringing the position to 9,180 shares worth $819K. The position accounts for ﹤0.01% of the portfolio, ranked #1286.

Avantax Advisory Services first reported a position in ESGD in Q3 2021 and has held it in 16 quarters since. 642 funds tracked by Wall St. Rank hold ESGD as of Q2 2025.

Avantax Advisory Services held 9,180 shares of iShares ESG Aware MSCI EAFE ETF worth $819K as of Q2 2025.
Avantax Advisory Services bought 1,081 iShares ESG Aware MSCI EAFE ETF shares in Q2 2025, an estimated $92.2K.
iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1286 holding.
Avantax Advisory Services first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2021 and has held it in 16 quarters since.
642 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.