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Beacon Pointe Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Beacon Pointe 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 		$38.6M Buy
375,356
+6,677
+2% +$678K 0.18% 121
2026
Q1 		$35.3M Buy
368,679
+153,891
+72% +$15.2M 0.19% 122
2025
Q4 		$20.4M Buy
214,788
+8,023
+4% +$756K 0.14% 156
2025
Q3 		$19.2M Buy
206,765
+142,696
+223% +$12.9M 0.16% 135
2025
Q2 		$5.72M Buy
64,069
+5,415
+9% +$462K 0.06% 281
2025
Q1 		$4.79M Sell
58,654
-3,564
-6% -$288K 0.05% 308
2024
Q4 		$4.74M Sell
62,218
-2,916
-4% -$232K 0.05% 298
2024
Q3 		$5.48M Sell
65,134
-2,716
-4% -$219K 0.06% 272
2024
Q2 		$5.35M Sell
67,850
-5,239
-7% -$416K 0.06% 263
2024
Q1 		$5.84M Buy
73,089
+2,142
+3% +$164K 0.06% 259
2023
Q4 		$5.36M Buy
70,947
+30,113
+74% +$2.13M 0.06% 267
2023
Q3 		$2.82M Buy
40,834
+10,536
+35% +$759K 0.04% 390
2023
Q2 		$2.21M Buy
30,298
+364
+1% +$26.6K 0.04% 353
2023
Q1 		$2.15M Buy
29,934
+7,122
+31% +$500K 0.04% 377
2022
Q4 		$1.5M Buy
22,812
+9,334
+69% +$586K 0.03% 425
2022
Q3 		$756K Buy
13,478
+1,456
+12% +$91.3K 0.02% 528
2022
Q2 		$753K Sell
12,022
-2,580
-18% -$176K 0.02% 541
2022
Q1 		$1.08M Buy
14,602
+6,620
+83% +$499K 0.01% 598
2021
Q4 		$634K Sell
7,982
-86
-1% -$6.85K 0.02% 492
2021
Q3 		$632K Buy
8,068
+2,685
+50% +$216K 0.02% 492
2021
Q2 		$425K Buy
5,383
+456
+9% +$36.3K 0.02% 538
2021
Q1 		$375K Sell
4,927
-661
-12% -$49.8K 0.02% 340
2020
Q4 		$408K Buy
5,588
+1,427
+34% +$97.5K 0.03% 305
2020
Q3 		$264K Sell
4,161
-120
-3% -$7.66K 0.03% 317
2020
Q2 		$258K Sell
4,281
-217
-5% -$12.5K 0.03% 326
2020
Q1 		$239K Buy
+4,498
New +$283K 0.04% 257

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

Beacon Pointe Advisors's ESGD Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.8% in Q2 2026, buying an estimated $678K and bringing the position to 375,356 shares worth $38.6M. The position accounts for 0.18% of the portfolio, ranked #121.

Beacon Pointe Advisors first reported a position in ESGD in Q1 2020 and has held it in 26 quarters since. 756 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Beacon Pointe Advisors held 375,356 shares of iShares ESG Aware MSCI EAFE ETF worth $38.6M as of Q2 2026.
  • Beacon Pointe Advisors bought 6,677 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $678K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.18% of Beacon Pointe Advisors's portfolio in Q2 2026, its #121 holding.
  • Beacon Pointe Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2020 and has held it in 26 quarters since.
  • 756 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.