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Brandywine Oak Private Wealth’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Brandywine Oak Private Wealth’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 		$2.8M Buy
27,282
+143
+0.5% +$14.5K 0.21% 58
2026
Q1 		$2.6M Hold
27,139
– – 0.22% 58
2025
Q4 		$2.58M Buy
27,139
+1,458
+6% +$137K 0.22% 58
2025
Q3 		$2.39M Sell
25,681
-1,147
-4% -$104K 0.21% 59
2025
Q2 		$2.39M Sell
26,828
-824
-3% -$70.3K 0.22% 57
2025
Q1 		$2.26M Sell
27,652
-1,760
-6% -$142K 0.22% 58
2024
Q4 		$2.24M Buy
29,412
+2,290
+8% +$182K 0.22% 59
2024
Q3 		$2.28M Sell
27,122
-760
-3% -$61.4K 0.22% 61
2024
Q2 		$2.2M Buy
27,882
+290
+1% +$23K 0.23% 60
2024
Q1 		$2.2M Buy
27,592
+740
+3% +$56.7K 0.23% 61
2023
Q4 		$2.03M Buy
26,852
+161
+0.6% +$11.4K 0.23% 62
2023
Q3 		$1.85M Buy
26,691
+760
+3% +$54.7K 0.22% 62
2023
Q2 		$1.89M Buy
25,931
+2,498
+11% +$182K 0.21% 64
2023
Q1 		$1.68M Buy
23,433
+215
+0.9% +$15.1K 0.2% 68
2022
Q4 		$1.53M Sell
23,218
-1,219
-5% -$76.6K 0.19% 71
2022
Q3 		$1.37M Sell
24,437
-810
-3% -$50.8K 0.19% 78
2022
Q2 		$1.58M Buy
25,247
+6,184
+32% +$422K 0.2% 76
2022
Q1 		$1.41M Buy
19,063
+2,210
+13% +$166K 0.16% 96
2021
Q4 		$1.34M Buy
16,853
+6,277
+59% +$500K 0.15% 109
2021
Q3 		$847K Buy
10,576
+2,796
+36% +$224K 0.1% 145
2021
Q2 		$614K Buy
7,780
+2,504
+47% +$199K 0.07% 173
2021
Q1 		$400K Buy
5,276
+1,290
+32% +$97.1K 0.06% 169
2020
Q4 		$291K Buy
3,986
+208
+6% +$14.2K 0.04% 201
2020
Q3 		$239K Buy
3,778
+168
+5% +$10.7K 0.04% 225
2020
Q2 		$224K Buy
+3,610
New +$207K 0.04% 223

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

Brandywine Oak Private Wealth's ESGD Position: Q2 2026 in Review

Brandywine Oak Private Wealth increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.53% in Q2 2026, buying an estimated $14.5K and bringing the position to 27,282 shares worth $2.8M. The position accounts for 0.21% of the portfolio, ranked #58.

Brandywine Oak Private Wealth 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.

  • Brandywine Oak Private Wealth held 27,282 shares of iShares ESG Aware MSCI EAFE ETF worth $2.8M as of Q2 2026.
  • Brandywine Oak Private Wealth bought 143 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $14.5K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.21% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #58 holding.
  • Brandywine Oak Private Wealth 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 Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.