BWA
ESGD icon

Basecamp Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Basecamp Wealth 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 		$289K Hold
2,813
– – 0.05% 203
2026
Q1 		$269K Buy
2,813
+300
+12% +$29.7K 0.06% 205
2025
Q4 		$239K Buy
+2,513
New +$237K 0.05% 209

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

Basecamp Wealth Advisors's ESGD Position: Q2 2026 in Review

Basecamp Wealth Advisors held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 2,813 shares worth $289K. The position accounts for 0.05% of the portfolio, ranked #203.

Basecamp Wealth Advisors first reported a position in ESGD in Q4 2025 and has held it in 3 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Basecamp Wealth Advisors held 2,813 shares of iShares ESG Aware MSCI EAFE ETF worth $289K as of Q2 2026.
  • Basecamp Wealth Advisors 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 Basecamp Wealth Advisors's portfolio in Q2 2026, its #203 holding.
  • Basecamp Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.