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Bogart Wealth LLC’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Bogart Wealth LLC’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 		$430K Sell
4,180
-224
-5% -$22.8K 0.01% 201
2026
Q1 		$421K Sell
4,404
-1,480
-25% -$146K 0.02% 188
2025
Q4 		$560K Sell
5,884
-127
-2% -$12K 0.02% 159
2025
Q3 		$559K Buy
6,011
+93
+2% +$8.41K 0.02% 155
2025
Q2 		$528K Sell
5,918
-558
-9% -$47.6K 0.02% 157
2025
Q1 		$529K Sell
6,476
-68
-1% -$5.49K 0.03% 154
2024
Q4 		$498K Sell
6,544
-2,151
-25% -$171K 0.02% 155
2024
Q3 		$732K Buy
8,695
+1,370
+19% +$111K 0.03% 137
2024
Q2 		$577K Buy
7,325
+2,953
+68% +$235K 0.03% 139
2024
Q1 		$349K Buy
4,372
+1
+0% +$77 0.02% 164
2023
Q4 		$330K Buy
4,371
+525
+14% +$37.2K 0.02% 169
2023
Q3 		$266K Buy
3,846
+2,472
+180% +$178K 0.02% 180
2023
Q2 		$100K Sell
1,374
-127
-8% -$9.26K 0.01% 242
2023
Q1 		$108K Buy
1,501
+1,169
+352% +$82K 0.01% 225
2022
Q4 		$21.8K Hold
332
– – ﹤0.01% 424
2022
Q3 		$19K Buy
332
+21
+7% +$1.32K ﹤0.01% 437
2022
Q2 		$20K Buy
311
+2
+0.6% +$137 ﹤0.01% 414
2022
Q1 		$23K Buy
309
+23
+8% +$1.73K ﹤0.01% 363
2021
Q4 		$23K Buy
286
+1
+0.4% +$80 ﹤0.01% 352
2021
Q3 		$22K Hold
285
– – ﹤0.01% 344
2021
Q2 		$23K Buy
285
+261
+1,088% +$20.8K ﹤0.01% 323
2021
Q1 		$2K Buy
+24
New +$1.81K ﹤0.01% 545

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

Bogart Wealth LLC's ESGD Position: Q2 2026 in Review

Bogart Wealth LLC reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 5.1% in Q2 2026, selling an estimated $22.8K and leaving 4,180 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #201.

Bogart Wealth LLC first reported a position in ESGD in Q1 2021 and has held it in 22 quarters since. The position peaked at $732K in Q3 2024. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Bogart Wealth LLC held 4,180 shares of iShares ESG Aware MSCI EAFE ETF worth $430K as of Q2 2026.
  • Bogart Wealth LLC sold 224 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $22.8K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #201 holding.
  • Bogart Wealth LLC first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2021 and has held it in 22 quarters since.
  • Bogart Wealth LLC's iShares ESG Aware MSCI EAFE ETF position peaked at $732K in Q3 2024.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.