Avantax Planning Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Avantax Planning Partners’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	$323K	Hold	3,146	–	–	0.01%	352
2026 Q1	$301K	Hold	3,146	–	–	0.01%	351
2025 Q4	$299K	Hold	3,146	–	–	0.01%	355
2025 Q3	$293K	Hold	3,146	–	–	0.01%	357
2025 Q2	$281K	Sell	3,146 -26	-0.8%	-$2.22K	0.01%	363
2025 Q1	$259K	Hold	3,172	–	–	0.01%	365
2024 Q4	$242K	Hold	3,172	–	–	0.01%	376
2024 Q3	$267K	Sell	3,172 -17,827	-85%	-$1.44M	0.01%	356
2024 Q2	$1.65M	Sell	20,999 -65	-0.3%	-$5.16K	0.05%	155
2024 Q1	$1.68M	Buy	21,064 +77	+0.4%	+$5.9K	0.05%	161
2023 Q4	$1.59M	Sell	20,987 -666	-3%	-$47.2K	0.06%	132
2023 Q3	$1.5M	Hold	21,653	–	–	0.06%	126
2023 Q2	$1.58M	Hold	21,653	–	–	0.06%	125
2023 Q1	$1.56M	Hold	21,653	–	–	0.06%	125
2022 Q4	$1.42M	Buy	21,653 +4,235	+24%	+$266K	0.06%	132
2022 Q3	$978K	Buy	17,418 +5,174	+42%	+$324K	0.04%	149
2022 Q2	$768K	Sell	12,244 -4,243	-26%	-$290K	0.03%	184
2022 Q1	$1.22M	Buy	+16,487	New	+$1.24M	0.05%	138

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

Avantax Planning Partners's ESGD Position: Q2 2026 in Review

Avantax Planning Partners held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 3,146 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #352.

Avantax Planning Partners first reported a position in ESGD in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.68M in Q1 2024. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Avantax Planning Partners held 3,146 shares of iShares ESG Aware MSCI EAFE ETF worth $323K as of Q2 2026.
Avantax Planning Partners left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #352 holding.
Avantax Planning Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2022 and has held it in 18 quarters since.
Avantax Planning Partners's iShares ESG Aware MSCI EAFE ETF position peaked at $1.68M in Q1 2024.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.