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 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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Beacon Financial Planning's ESGD Position: Q1 2026 in Review

Beacon Financial Planning held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q1 2026 at 5,714 shares worth $546K. The position accounts for 0.21% of the portfolio, ranked #48.

Beacon Financial Planning first reported a position in ESGD in Q4 2022 and has held it in 14 quarters since. 746 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Beacon Financial Planning held 5,714 shares of iShares ESG Aware MSCI EAFE ETF worth $546K as of Q1 2026.
Beacon Financial Planning left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.21% of Beacon Financial Planning's portfolio in Q1 2026, its #48 holding.
Beacon Financial Planning first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
746 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Beacon Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.