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

Brewster Financial Planning’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	$1.16M	Buy	11,260 +111	+1%	+$11.3K	0.64%	12
2026 Q1	$1.07M	Sell	11,149 -25	-0.2%	-$2.47K	0.64%	12
2025 Q4	$1.06M	Sell	11,174 -197	-2%	-$18.6K	0.65%	12
2025 Q3	$1.06M	Hold	11,371	–	–	0.66%	12
2025 Q2	$1.01M	Hold	11,371	–	–	0.68%	12
2025 Q1	$929K	Sell	11,371 -405	-3%	-$32.7K	0.69%	11
2024 Q4	$897K	Buy	11,776 +6,663	+130%	+$530K	0.68%	11
2024 Q3	$430K	Hold	5,113	–	–	0.33%	14
2024 Q2	$403K	Buy	5,113 +79	+2%	+$6.27K	0.34%	13
2024 Q1	$402K	Hold	5,034	–	–	0.35%	12
2023 Q4	$380K	Sell	5,034 -1,724	-26%	-$122K	0.34%	12
2023 Q3	$467K	Sell	6,758 -72	-1%	-$5.18K	0.47%	12
2023 Q2	$498K	Buy	+6,830	New	+$498K	0.48%	12

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

Brewster Financial Planning's ESGD Position: Q2 2026 in Review

Brewster Financial Planning increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1% in Q2 2026, buying an estimated $11.3K and bringing the position to 11,260 shares worth $1.16M. The position accounts for 0.64% of the portfolio, ranked #12.

Brewster Financial Planning first reported a position in ESGD in Q2 2023 and has held it in 13 quarters since. 753 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Brewster Financial Planning held 11,260 shares of iShares ESG Aware MSCI EAFE ETF worth $1.16M as of Q2 2026.
Brewster Financial Planning bought 111 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $11.3K.
iShares ESG Aware MSCI EAFE ETF made up 0.64% of Brewster Financial Planning's portfolio in Q2 2026, its #12 holding.
Brewster Financial Planning first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2023 and has held it in 13 quarters since.
753 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Brewster Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.