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Bradley Foster & Sargent’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Bradley Foster & Sargent’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 		$681K Hold
6,620
– – 0.01% 361
2026
Q1 		$633K Buy
6,620
+145
+2% +$14.3K 0.01% 357
2025
Q4 		$616K Buy
6,475
+1,361
+27% +$128K 0.01% 362
2025
Q3 		$476K Hold
5,114
– – 0.01% 398
2025
Q2 		$456K Buy
+5,114
New +$436K 0.01% 401

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

Bradley Foster & Sargent's ESGD Position: Q2 2026 in Review

Bradley Foster & Sargent held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 6,620 shares worth $681K. The position accounts for 0.01% of the portfolio, ranked #361.

Bradley Foster & Sargent first reported a position in ESGD in Q2 2025 and has held it in 5 quarters since. 755 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Bradley Foster & Sargent held 6,620 shares of iShares ESG Aware MSCI EAFE ETF worth $681K as of Q2 2026.
  • Bradley Foster & Sargent 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 Bradley Foster & Sargent's portfolio in Q2 2026, its #361 holding.
  • Bradley Foster & Sargent first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
  • 755 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.