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Balanced Rock Investment Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Balanced Rock Investment Advisors’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 		$4.52M Sell
43,951
-1,111
-2% -$113K 2.82% 10
2026
Q1 		$4.31M Buy
45,062
+95
+0.2% +$9.4K 3.02% 9
2025
Q4 		$4.28M Buy
44,967
+2,203
+5% +$208K 3.04% 9
2025
Q3 		$3.98M Buy
42,764
+1,703
+4% +$154K 2.91% 9
2025
Q2 		$3.66M Buy
41,061
+754
+2% +$64.3K 2.87% 9
2025
Q1 		$3.29M Buy
40,307
+881
+2% +$71.1K 2.62% 9
2024
Q4 		$3M Sell
39,426
-12,748
-24% -$1.01M 2.38% 11
2024
Q3 		$4.39M Buy
52,174
+1,273
+3% +$103K 3.44% 7
2024
Q2 		$4.01M Buy
50,901
+837
+2% +$66.5K 3.37% 6
2024
Q1 		$4M Sell
50,064
-4,627
-8% -$354K 3.41% 6
2023
Q4 		$4.13M Buy
+54,691
New +$3.87M 3.67% 6

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

Balanced Rock Investment Advisors's ESGD Position: Q2 2026 in Review

Balanced Rock Investment Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2.5% in Q2 2026, selling an estimated $113K and leaving 43,951 shares worth $4.52M. The position accounts for 2.82% of the portfolio, ranked #10.

Balanced Rock Investment Advisors first reported a position in ESGD in Q4 2023 and has held it in 11 quarters since. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Balanced Rock Investment Advisors held 43,951 shares of iShares ESG Aware MSCI EAFE ETF worth $4.52M as of Q2 2026.
  • Balanced Rock Investment Advisors sold 1,111 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $113K.
  • iShares ESG Aware MSCI EAFE ETF made up 2.82% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #10 holding.
  • Balanced Rock Investment Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • 757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.