Beacon Financial Planning’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Beacon Financial Planning’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	$597K	Buy	5,804 +90	+2%	+$9.14K	0.2%	53
2026 Q1	$546K	Hold	5,714	–	–	0.21%	48
2025 Q4	$543K	Buy	5,714 +106	+2%	+$9.99K	0.26%	41
2025 Q3	$521K	Hold	5,608	–	–	0.27%	41
2025 Q2	$500K	Buy	5,608 +104	+2%	+$8.87K	0.28%	40
2025 Q1	$450K	Hold	5,504	–	–	0.26%	40
2024 Q4	$419K	Buy	5,504 +73	+1%	+$5.81K	0.24%	37
2024 Q3	$457K	Hold	5,431	–	–	0.28%	31
2024 Q2	$428K	Buy	5,431 +100	+2%	+$7.94K	0.29%	28
2024 Q1	$426K	Hold	5,331	–	–	0.3%	27
2023 Q4	$403K	Buy	5,331 +63	+1%	+$4.46K	0.32%	26
2023 Q3	$364K	Hold	5,268	–	–	0.31%	21
2023 Q2	$384K	Buy	5,268 +97	+2%	+$7.08K	0.33%	19
2023 Q1	$372K	Hold	5,171	–	–	0.35%	17
2022 Q4	$340K	Buy	+5,171	New	+$325K	0.35%	17

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

Beacon Financial Planning's ESGD Position: Q2 2026 in Review

Beacon Financial Planning increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.6% in Q2 2026, buying an estimated $9.14K and bringing the position to 5,804 shares worth $597K. The position accounts for 0.2% of the portfolio, ranked #53.

Beacon Financial Planning first reported a position in ESGD in Q4 2022 and has held it in 15 quarters since. 760 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Beacon Financial Planning held 5,804 shares of iShares ESG Aware MSCI EAFE ETF worth $597K as of Q2 2026.
Beacon Financial Planning bought 90 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $9.14K.
iShares ESG Aware MSCI EAFE ETF made up 0.2% of Beacon Financial Planning's portfolio in Q2 2026, its #53 holding.
Beacon Financial Planning first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
760 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Beacon Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.