Blue Trust Inc’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Blue Trust Inc’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	$8.17K	Hold	79	–	–	﹤0.01%	1914
2026 Q1	$7.6K	Hold	79	–	–	﹤0.01%	1900
2025 Q4	$7.56K	Buy	+79	New	+$7.45K	﹤0.01%	1929
2024 Q3	–	Sell	-5	Closed	-$400	–	2925
2024 Q2	$400	Hold	5	–	–	﹤0.01%	2628
2024 Q1	$400	Hold	5	–	–	﹤0.01%	2026
2023 Q4	$0	Hold	5	–	–	﹤0.01%	2550
2023 Q3	$0	Hold	5	–	–	﹤0.01%	2108
2023 Q2	$0	Hold	5	–	–	﹤0.01%	2156
2023 Q1	$0	Hold	5	–	–	﹤0.01%	2402
2022 Q4	$0	Hold	5	–	–	﹤0.01%	2303
2022 Q3	$0	Hold	5	–	–	﹤0.01%	2156
2022 Q2	$0	Buy	+5	New	+$341	﹤0.01%	1919

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

Blue Trust Inc's ESGD Position: Q2 2026 in Review

Blue Trust Inc held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 79 shares worth $8.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1914.

Blue Trust Inc first reported a position in ESGD in Q2 2022 and has held it in 12 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Blue Trust Inc held 79 shares of iShares ESG Aware MSCI EAFE ETF worth $8.17K as of Q2 2026.
Blue Trust Inc left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1914 holding.
Blue Trust Inc first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2022 and has held it in 12 quarters since.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.