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

Bigelow 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 		$536K Hold
5,212
– – 0.19% 112
2026
Q1 		$498K Buy
5,212
+50
+1% +$4.95K 0.2% 108
2025
Q4 		$491K Hold
5,162
– – 0.19% 116
2025
Q3 		$480K Hold
5,162
– – 0.19% 117
2025
Q2 		$461K Hold
5,162
– – 0.2% 116
2025
Q1 		$422K Buy
5,162
+12
+0.2% +$968 0.2% 114
2024
Q4 		$392K Sell
5,150
-898
-15% -$71.4K 0.18% 120
2024
Q3 		$509K Sell
6,048
-5
-0.1% -$404 0.23% 112
2024
Q2 		$477K Sell
6,053
-370
-6% -$29.4K 0.23% 111
2024
Q1 		$513K Sell
6,423
-150
-2% -$11.5K 0.25% 106
2023
Q4 		$497K Sell
6,573
-201
-3% -$14.2K 0.27% 98
2023
Q3 		$468K Sell
6,774
-129
-2% -$9.29K 0.27% 99
2023
Q2 		$503K Buy
6,903
+797
+13% +$58.1K 0.28% 93
2023
Q1 		$439K Sell
6,106
-393
-6% -$27.6K 0.25% 104
2022
Q4 		$427K Sell
6,499
-41
-0.6% -$2.58K 0.25% 103
2022
Q3 		$367K Buy
6,540
+106
+2% +$6.64K 0.22% 108
2022
Q2 		$404K Buy
6,434
+86
+1% +$5.87K 0.22% 108
2022
Q1 		$468K Buy
6,348
+758
+14% +$57.1K 0.22% 102
2021
Q4 		$444K Sell
5,590
-350
-6% -$27.9K 0.2% 102
2021
Q3 		$466K Buy
5,940
+1,044
+21% +$83.8K 0.23% 96
2021
Q2 		$387K Hold
4,896
– – 0.19% 108
2021
Q1 		$372K Buy
4,896
+304
+7% +$22.9K 0.19% 108
2020
Q4 		$335K Sell
4,592
-222
-5% -$15.2K 0.18% 111
2020
Q3 		$306K Sell
4,814
-254
-5% -$16.2K 0.18% 115
2020
Q2 		$307K Sell
5,068
-780
-13% -$44.8K 0.2% 112
2020
Q1 		$311K Buy
5,848
+755
+15% +$47.5K 0.23% 110
2019
Q4 		$350K Buy
5,093
+165
+3% +$11K 0.21% 120
2019
Q3 		$316K Buy
4,928
+257
+6% +$16.2K 0.2% 123
2019
Q2 		$300K Buy
4,671
+390
+9% +$24.9K 0.2% 123
2019
Q1 		$270K Buy
+4,281
New +$263K 0.19% 127

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

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

Bigelow Investment Advisors held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 5,212 shares worth $536K. The position accounts for 0.19% of the portfolio, ranked #112.

Bigelow Investment Advisors first reported a position in ESGD in Q1 2019 and has held it in 30 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Bigelow Investment Advisors held 5,212 shares of iShares ESG Aware MSCI EAFE ETF worth $536K as of Q2 2026.
  • Bigelow Investment Advisors left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 0.19% of Bigelow Investment Advisors's portfolio in Q2 2026, its #112 holding.
  • Bigelow Investment Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2019 and has held it in 30 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Bigelow Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.