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Blue Edge Capital’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Blue Edge Capital’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 		$4.53M Sell
44,064
-2,119
-5% -$215K 0.54% 46
2026
Q1 		$4.42M Sell
46,183
-33
-0.1% -$3.27K 0.59% 48
2025
Q4 		$4.39M Sell
46,216
-1,701
-4% -$160K 0.59% 43
2025
Q3 		$4.46M Sell
47,917
-4,285
-8% -$388K 0.63% 43
2025
Q2 		$4.66M Buy
52,202
+4,293
+9% +$366K 0.69% 37
2025
Q1 		$3.91M Buy
47,909
+3,936
+9% +$318K 0.63% 43
2024
Q4 		$3.35M Sell
43,973
-1,483
-3% -$118K 0.53% 48
2024
Q3 		$3.83M Sell
45,456
-3,374
-7% -$273K 0.6% 47
2024
Q2 		$3.85M Buy
48,830
+542
+1% +$43K 0.64% 46
2024
Q1 		$3.86M Buy
48,288
+5,009
+12% +$384K 0.65% 47
2023
Q4 		$3.27M Buy
43,279
+6,577
+18% +$466K 0.62% 50
2023
Q3 		$2.54M Sell
36,702
-2,832
-7% -$204K 0.53% 52
2023
Q2 		$2.88M Buy
39,534
+4,339
+12% +$317K 0.58% 46
2023
Q1 		$2.53M Buy
35,195
+4,157
+13% +$292K 0.55% 50
2022
Q4 		$2.04M Sell
31,038
-1,332
-4% -$83.6K 0.47% 55
2022
Q3 		$1.82M Sell
32,370
-3,388
-9% -$212K 0.45% 56
2022
Q2 		$2.24M Sell
35,758
-692
-2% -$47.2K 0.52% 56
2022
Q1 		$2.69M Buy
36,450
+2,920
+9% +$220K 0.54% 56
2021
Q4 		$2.66M Buy
33,530
+1,949
+6% +$155K 0.51% 53
2021
Q3 		$2.48M Buy
31,581
+7,027
+29% +$564K 0.52% 54
2021
Q2 		$1.94M Buy
24,554
+1,001
+4% +$79.7K 0.4% 61
2021
Q1 		$1.79M Buy
23,553
+3,586
+18% +$270K 0.4% 58
2020
Q4 		$1.46M Buy
19,967
+561
+3% +$38.3K 0.35% 60
2020
Q3 		$1.23M Buy
19,406
+1,829
+10% +$117K 0.34% 62
2020
Q2 		$1.06M Buy
17,577
+862
+5% +$49.5K 0.32% 62
2020
Q1 		$889K Buy
16,715
+6,433
+63% +$405K 0.32% 58
2019
Q4 		$707K Buy
10,282
+4,962
+93% +$331K 0.22% 67
2019
Q3 		$341K Buy
+5,320
New +$336K 0.12% 81

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

Blue Edge Capital's ESGD Position: Q2 2026 in Review

Blue Edge Capital reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 4.6% in Q2 2026, selling an estimated $215K and leaving 44,064 shares worth $4.53M. The position accounts for 0.54% of the portfolio, ranked #46.

Blue Edge Capital first reported a position in ESGD in Q3 2019 and has held it in 28 quarters since. The position peaked at $4.66M in Q2 2025. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Blue Edge Capital held 44,064 shares of iShares ESG Aware MSCI EAFE ETF worth $4.53M as of Q2 2026.
  • Blue Edge Capital sold 2,119 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $215K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.54% of Blue Edge Capital's portfolio in Q2 2026, its #46 holding.
  • Blue Edge Capital first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2019 and has held it in 28 quarters since.
  • Blue Edge Capital's iShares ESG Aware MSCI EAFE ETF position peaked at $4.66M in Q2 2025.
  • 757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Blue Edge Capital's 13F filing for Q2 2026, filed 17 Aug 2026.