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

Birch Hill 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	$893K	Hold	8,683	–	–	0.04%	121
2026 Q1	$830K	Buy	8,683 +170	+2%	+$16.8K	0.04%	119
2025 Q4	$810K	Sell	8,513 -122	-1%	-$11.5K	0.03%	120
2025 Q3	$803K	Buy	8,635 +9	+0.1%	+$814	0.03%	122
2025 Q2	$770K	Buy	8,626 +145	+2%	+$12.4K	0.03%	122
2025 Q1	$693K	Sell	8,481 -492	-5%	-$39.7K	0.03%	122
2024 Q4	$683K	Buy	8,973 +505	+6%	+$40.2K	0.03%	124
2024 Q3	$713K	Hold	8,468	–	–	0.03%	121
2024 Q2	$667K	Buy	8,468 +312	+4%	+$24.8K	0.03%	119
2024 Q1	$652K	Buy	+8,156	New	+$625K	0.03%	116

Other funds holding ESGD

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Birch Hill Investment Advisors's ESGD Position: Q2 2026 in Review

Birch Hill Investment Advisors held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 8,683 shares worth $893K. The position accounts for 0.04% of the portfolio, ranked #121.

Birch Hill Investment Advisors first reported a position in ESGD in Q1 2024 and has held it in 10 quarters since. 516 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Birch Hill Investment Advisors held 8,683 shares of iShares ESG Aware MSCI EAFE ETF worth $893K as of Q2 2026.
Birch Hill Investment Advisors left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.04% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #121 holding.
Birch Hill Investment Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
516 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.