BlueStem Wealth Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

BlueStem Wealth Partners’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	$1.02M	Buy	9,899 +678	+7%	+$68.9K	0.1%	63
2026 Q1	$882K	Buy	9,221 +1,346	+17%	+$133K	0.1%	65
2025 Q4	$749K	Buy	7,875 +1,102	+16%	+$104K	0.08%	65
2025 Q3	$630K	Sell	6,773 -822	-11%	-$74.4K	0.07%	62
2025 Q2	$678K	Buy	7,595 +139	+2%	+$11.9K	0.08%	57
2025 Q1	$609K	Sell	7,456 -403	-5%	-$32.5K	0.08%	56
2024 Q4	$598K	Buy	+7,859	New	+$625K	0.08%	56

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

BlueStem Wealth Partners's ESGD Position: Q2 2026 in Review

BlueStem Wealth Partners increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 7.4% in Q2 2026, buying an estimated $68.9K and bringing the position to 9,899 shares worth $1.02M. The position accounts for 0.1% of the portfolio, ranked #63.

BlueStem Wealth Partners first reported a position in ESGD in Q4 2024 and has held it in 7 quarters since. 758 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

BlueStem Wealth Partners held 9,899 shares of iShares ESG Aware MSCI EAFE ETF worth $1.02M as of Q2 2026.
BlueStem Wealth Partners bought 678 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $68.9K.
iShares ESG Aware MSCI EAFE ETF made up 0.1% of BlueStem Wealth Partners's portfolio in Q2 2026, its #63 holding.
BlueStem Wealth Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
758 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on BlueStem Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.