Avior Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Avior Wealth Management’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	$367K	Sell	3,572 -164	-4%	-$16.7K	0.01%	598
2026 Q1	$357K	Sell	3,736 -85	-2%	-$8.41K	0.01%	634
2025 Q4	$363K	Buy	3,821 +792	+26%	+$74.7K	0.01%	553
2025 Q3	$282K	Buy	+3,029	New	+$274K	0.01%	612
2025 Q1	–	Sell	-500	Closed	-$38.1K	–	1234
2024 Q4	$38.1K	Buy	+500	New	+$39.8K	﹤0.01%	1231
2024 Q3	–	Sell	-206	Closed	-$16.3K	–	2342
2024 Q2	$16.3K	Buy	206 +3	+1%	+$238	﹤0.01%	1390
2024 Q1	$16.2K	Buy	+203	New	+$15.6K	﹤0.01%	1691
2022 Q2	–	Sell	-149	Closed	-$10K	–	1116
2022 Q1	$10K	Buy	+149	New	+$11.2K	﹤0.01%	826

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

Avior Wealth Management's ESGD Position: Q2 2026 in Review

Avior Wealth Management reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 4.4% in Q2 2026, selling an estimated $16.7K and leaving 3,572 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #598.

Avior Wealth Management first reported a position in ESGD in Q1 2022 and has held it in 8 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Avior Wealth Management held 3,572 shares of iShares ESG Aware MSCI EAFE ETF worth $367K as of Q2 2026.
Avior Wealth Management sold 164 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $16.7K.
iShares ESG Aware MSCI EAFE ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #598 holding.
Avior Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2022 and has held it in 8 quarters since.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.