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Bell Investment Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Bell Investment 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 		$896K Sell
8,713
-1
-0% -$102 0.13% 63
2026
Q1 		$833K Sell
8,714
-30
-0.3% -$2.97K 0.13% 65
2025
Q4 		$831K Buy
8,744
+22
+0.3% +$2.07K 0.13% 62
2025
Q3 		$811K Sell
8,722
-100
-1% -$9.05K 0.13% 61
2025
Q2 		$787K Buy
8,822
+13
+0.1% +$1.11K 0.14% 60
2025
Q1 		$720K Sell
8,809
-100
-1% -$8.07K 0.13% 56
2024
Q4 		$678K Buy
8,909
+505
+6% +$40.2K 0.13% 59
2024
Q3 		$707K Buy
8,404
+120
+1% +$9.7K 0.13% 56
2024
Q2 		$653K Buy
8,284
+129
+2% +$10.2K 0.13% 59
2024
Q1 		$652K Sell
8,155
-238
-3% -$18.2K 0.13% 59
2023
Q4 		$634K Buy
8,393
+241
+3% +$17.1K 0.13% 54
2023
Q3 		$564K Sell
8,152
-403
-5% -$29K 0.13% 53
2023
Q2 		$624K Buy
8,555
+603
+8% +$44K 0.14% 52
2023
Q1 		$571K Buy
7,952
+621
+8% +$43.6K 0.13% 52
2022
Q4 		$482K Buy
7,331
+449
+7% +$28.2K 0.12% 54
2022
Q3 		$386K Buy
6,882
+2,141
+45% +$134K 0.12% 50
2022
Q2 		$298K Buy
+4,741
New +$324K 0.09% 54
2021
Q4 		$326K Buy
4,105
+1,527
+59% +$122K 0.09% 60
2021
Q3 		$202K Buy
+2,578
New +$207K 0.06% 67

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

Bell Investment Advisors's ESGD Position: Q2 2026 in Review

Bell Investment Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.01% in Q2 2026, selling an estimated $102 and leaving 8,713 shares worth $896K. The position accounts for 0.13% of the portfolio, ranked #63.

Bell Investment Advisors first reported a position in ESGD in Q3 2021 and has held it in 19 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Bell Investment Advisors held 8,713 shares of iShares ESG Aware MSCI EAFE ETF worth $896K as of Q2 2026.
  • Bell Investment Advisors sold 1 iShares ESG Aware MSCI EAFE ETF share in Q2 2026, an estimated $102.
  • iShares ESG Aware MSCI EAFE ETF made up 0.13% of Bell Investment Advisors's portfolio in Q2 2026, its #63 holding.
  • Bell Investment Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2021 and has held it in 19 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.