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

Bragg Financial Advisors’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 		$1.07M Sell
10,382
-173
-2% -$17.6K 0.03% 231
2026
Q1 		$1.01M Buy
10,555
+380
+4% +$37.6K 0.03% 221
2025
Q4 		$968K Buy
10,175
+25
+0.2% +$2.36K 0.03% 223
2025
Q3 		$944K Sell
10,150
-19
-0.2% -$1.72K 0.03% 221
2025
Q2 		$907K Buy
10,169
+164
+2% +$14K 0.03% 223
2025
Q1 		$817K Buy
10,005
+965
+11% +$77.9K 0.03% 222
2024
Q4 		$688K Sell
9,040
-829
-8% -$66K 0.03% 234
2024
Q3 		$831K Buy
9,869
+131
+1% +$10.6K 0.03% 220
2024
Q2 		$767K Sell
9,738
-48
-0.5% -$3.81K 0.03% 221
2024
Q1 		$782K Buy
9,786
+428
+5% +$32.8K 0.04% 217
2023
Q4 		$707K Sell
9,358
-5
-0.1% -$354 0.03% 223
2023
Q3 		$647K Buy
9,363
+475
+5% +$34.2K 0.03% 226
2023
Q2 		$648K Hold
8,888
– – 0.04% 231
2023
Q1 		$639K Sell
8,888
-114
-1% -$8K 0.04% 224
2022
Q4 		$592K Buy
9,002
+971
+12% +$61K 0.04% 228
2022
Q3 		$451K Buy
8,031
+31
+0.4% +$1.94K 0.03% 230
2022
Q2 		$502K Buy
8,000
+1,991
+33% +$136K 0.03% 227
2022
Q1 		$443K Buy
6,009
+2,349
+64% +$177K 0.03% 248
2021
Q4 		$287K Hold
3,660
– – 0.02% 272
2021
Q3 		$287K Hold
3,660
– – 0.02% 272
2021
Q2 		$289K Buy
3,660
+125
+4% +$9.95K 0.02% 274
2021
Q1 		$268K Hold
3,535
– – 0.02% 271
2020
Q4 		$258K Hold
3,535
– – 0.02% 257
2020
Q3 		$224K Hold
3,535
– – 0.02% 257
2020
Q2 		$214K Buy
+3,535
New +$203K 0.02% 258

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

Bragg Financial Advisors's ESGD Position: Q2 2026 in Review

Bragg Financial Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.6% in Q2 2026, selling an estimated $17.6K and leaving 10,382 shares worth $1.07M. The position accounts for 0.03% of the portfolio, ranked #231.

Bragg Financial Advisors first reported a position in ESGD in Q2 2020 and has held it in 25 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Bragg Financial Advisors held 10,382 shares of iShares ESG Aware MSCI EAFE ETF worth $1.07M as of Q2 2026.
  • Bragg Financial Advisors sold 173 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $17.6K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.03% of Bragg Financial Advisors's portfolio in Q2 2026, its #231 holding.
  • Bragg Financial Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2020 and has held it in 25 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.