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

Baker Tilly 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	$240K	Hold	2,330	–	–	0.05%	253
2026 Q1	$223K	Hold	2,330	–	–	0.05%	260
2025 Q4	$222K	Hold	2,330	–	–	0.05%	263
2025 Q3	$217K	Hold	2,330	–	–	0.05%	256
2025 Q2	$208K	Buy	+2,330	New	+$199K	0.07%	225
2024 Q2	–	Sell	-3,447	Closed	-$275K	–	323
2024 Q1	$275K	Sell	3,447 -596	-15%	-$45.7K	0.05%	360
2023 Q4	$305K	Buy	4,043 +5	+0.1%	+$354	0.05%	384
2023 Q3	$279K	Sell	4,038 -109	-3%	-$7.85K	0.05%	382
2023 Q2	$302K	Buy	4,147 +99	+2%	+$7.22K	0.03%	450
2023 Q1	$291K	Buy	4,048 +116	+3%	+$8.14K	0.03%	456
2022 Q4	$258K	Buy	3,932 +328	+9%	+$20.6K	0.03%	462
2022 Q3	$202K	Buy	+3,604	New	+$226K	0.03%	477

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

Baker Tilly Wealth Management's ESGD Position: Q2 2026 in Review

Baker Tilly Wealth Management held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 2,330 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #253.

Baker Tilly Wealth Management first reported a position in ESGD in Q3 2022 and has held it in 12 quarters since. The position peaked at $305K in Q4 2023. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Baker Tilly Wealth Management held 2,330 shares of iShares ESG Aware MSCI EAFE ETF worth $240K as of Q2 2026.
Baker Tilly Wealth Management left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.05% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #253 holding.
Baker Tilly Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2022 and has held it in 12 quarters since.
Baker Tilly Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $305K in Q4 2023.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.