BOK Financial’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

BOK Financial’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	$16.4K	Hold	160	–	–	﹤0.01%	942
2026 Q1	$15.3K	Hold	160	–	–	﹤0.01%	934
2025 Q4	$15.2K	Hold	160	–	–	﹤0.01%	946
2025 Q3	$14.9K	Hold	160	–	–	﹤0.01%	986
2025 Q2	$14.3K	Hold	160	–	–	﹤0.01%	942
2025 Q1	$13.1K	Hold	160	–	–	﹤0.01%	962
2024 Q4	$12.1K	Hold	160	–	–	﹤0.01%	956
2024 Q3	$13.2K	Buy	+160	New	+$12.9K	﹤0.01%	967
2023 Q2	–	Sell	-7,155	Closed	-$514K	–	1106
2023 Q1	$514K	Sell	7,155 -43	-0.6%	-$3.02K	0.01%	561
2022 Q4	$473K	Sell	7,198 -3	-0%	-$188	0.01%	691
2022 Q3	$404K	Buy	7,201 +46	+0.6%	+$2.88K	0.01%	703
2022 Q2	$449K	Hold	7,155	–	–	0.01%	692
2022 Q1	$528K	Hold	7,155	–	–	0.01%	720
2021 Q4	$569K	Hold	7,155	–	–	0.01%	702
2021 Q3	$561K	Buy	+7,155	New	+$574K	0.01%	704

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

BOK Financial's ESGD Position: Q2 2026 in Review

BOK Financial held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 160 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

BOK Financial first reported a position in ESGD in Q3 2021 and has held it in 15 quarters since. The position peaked at $569K in Q4 2021. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

BOK Financial held 160 shares of iShares ESG Aware MSCI EAFE ETF worth $16.4K as of Q2 2026.
BOK Financial 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 BOK Financial's portfolio in Q2 2026, its #942 holding.
BOK Financial first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2021 and has held it in 15 quarters since.
BOK Financial's iShares ESG Aware MSCI EAFE ETF position peaked at $569K in Q4 2021.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.