BigSur Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

BigSur Wealth Management’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	$2.36M	Hold	23,000	–	–	0.57%	49
2026 Q1	$2.2M	Hold	23,000	–	–	0.62%	48
2025 Q4	$2.19M	Hold	23,000	–	–	0.53%	54
2025 Q3	$2.14M	Hold	23,000	–	–	0.52%	51
2025 Q2	$2.05M	Hold	23,000	–	–	0.52%	51
2025 Q1	$1.88M	Hold	23,000	–	–	0.51%	56
2024 Q4	$1.75M	Hold	23,000	–	–	0.5%	55
2024 Q3	$1.94M	Hold	23,000	–	–	0.53%	53
2024 Q2	$1.81M	Hold	23,000	–	–	0.55%	51
2024 Q1	$1.84M	Hold	23,000	–	–	0.58%	49
2023 Q4	$1.74M	Hold	23,000	–	–	0.83%	34
2023 Q3	$1.59M	Hold	23,000	–	–	0.8%	35
2023 Q2	$1.68M	Hold	23,000	–	–	0.8%	36
2023 Q1	$1.65M	Hold	23,000	–	–	0.78%	38
2022 Q4	$1.51M	Sell	23,000 -20,000	-47%	-$1.26M	0.73%	39
2022 Q3	$2.41M	Hold	43,000	–	–	1.22%	23
2022 Q2	$2.7M	Hold	43,000	–	–	1.27%	22
2022 Q1	$3.17M	Hold	43,000	–	–	1.24%	22
2021 Q4	$3.42M	Hold	43,000	–	–	1.34%	20
2021 Q3	$3.37M	Hold	43,000	–	–	1.51%	15
2021 Q2	$3.4M	Hold	43,000	–	–	1.53%	16
2021 Q1	$3.26M	Hold	43,000	–	–	1.68%	13
2020 Q4	$3.14M	Buy	43,000 +8,000	+23%	+$546K	1.77%	12
2020 Q3	$2.22M	Hold	35,000	–	–	1.42%	19
2020 Q2	$2.12M	Buy	35,000 +20,000	+133%	+$1.15M	1.52%	17
2020 Q1	$797K	Hold	15,000	–	–	0.6%	44
2019 Q4	$1.03M	Buy	+15,000	New	+$999K	0.58%	45

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

BigSur Wealth Management's ESGD Position: Q2 2026 in Review

BigSur Wealth Management held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 23,000 shares worth $2.36M. The position accounts for 0.57% of the portfolio, ranked #49.

BigSur Wealth Management first reported a position in ESGD in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.42M in Q4 2021. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

BigSur Wealth Management held 23,000 shares of iShares ESG Aware MSCI EAFE ETF worth $2.36M as of Q2 2026.
BigSur Wealth Management left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.57% of BigSur Wealth Management's portfolio in Q2 2026, its #49 holding.
BigSur Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
BigSur Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $3.42M in Q4 2021.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.