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

Ballentine 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	$595K	Buy	5,786 +164	+3%	+$16.7K	0.01%	510
2026 Q1	$538K	Hold	5,622	–	–	0.01%	503
2025 Q4	$535K	Hold	5,622	–	–	0.01%	480
2025 Q3	$523K	Hold	5,622	–	–	0.01%	492
2025 Q2	$502K	Hold	5,622	–	–	0.01%	483
2025 Q1	$459K	Hold	5,622	–	–	0.01%	473
2024 Q4	$428K	Hold	5,622	–	–	0.01%	468
2024 Q3	$473K	Hold	5,622	–	–	0.01%	429
2024 Q2	$443K	Buy	+5,622	New	+$446K	0.01%	432

Other funds holding ESGD

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Ballentine Partners's ESGD Position: Q2 2026 in Review

Ballentine Partners increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2.9% in Q2 2026, buying an estimated $16.7K and bringing the position to 5,786 shares worth $595K. The position accounts for 0.01% of the portfolio, ranked #510.

Ballentine Partners first reported a position in ESGD in Q2 2024 and has held it in 9 quarters since. 172 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Ballentine Partners held 5,786 shares of iShares ESG Aware MSCI EAFE ETF worth $595K as of Q2 2026.
Ballentine Partners bought 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 Ballentine Partners's portfolio in Q2 2026, its #510 holding.
Ballentine Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
172 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.