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Brinker Capital Investments’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Brinker Capital Investments’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 		$893K Sell
8,690
-3,044
-26% -$309K 0.01% 1220
2026
Q1 		$1.12M Sell
11,734
-1,240
-10% -$123K 0.01% 1050
2025
Q4 		$1.23M Sell
12,974
-836
-6% -$78.8K 0.01% 1128
2025
Q3 		$1.28M Buy
13,810
+4,517
+49% +$409K 0.01% 1088
2025
Q2 		$829K Buy
9,293
+5,410
+139% +$461K 0.01% 1290
2025
Q1 		$317K Sell
3,883
-291
-7% -$23.5K ﹤0.01% 1599
2024
Q4 		$318K Sell
4,174
-20,081
-83% -$1.6M ﹤0.01% 1534
2024
Q3 		$1.89M Buy
24,255
+5,334
+28% +$431K 0.02% 716
2024
Q2 		$1.41M Buy
18,921
+7,092
+60% +$563K 0.01% 810
2024
Q1 		$945K Buy
11,829
+197
+2% +$15.1K 0.01% 1011
2023
Q4 		$873K Sell
11,632
-3,437
-23% -$243K 0.01% 1008
2023
Q3 		$1.04M Sell
15,069
-2,990
-17% -$215K 0.01% 918
2023
Q2 		$1.32M Buy
18,059
+2,052
+13% +$150K 0.01% 833
2023
Q1 		$1.15M Buy
16,007
+5,545
+53% +$389K 0.01% 815
2022
Q4 		$688K Sell
10,462
-308
-3% -$19.3K 0.01% 875
2022
Q3 		$605K Buy
10,770
+7,462
+226% +$468K 0.01% 881
2022
Q2 		$208K Sell
3,308
-6,402
-66% -$437K ﹤0.01% 1294
2022
Q1 		$716K Sell
9,710
-221
-2% -$16.6K 0.01% 920
2021
Q4 		$789K Buy
9,931
+1,057
+12% +$84.2K 0.01% 908
2021
Q3 		$698K Buy
8,874
+337
+4% +$27.1K 0.01% 876
2021
Q2 		$674K Buy
8,537
+1,329
+18% +$106K 0.01% 943
2021
Q1 		$547K Buy
7,208
+2,423
+51% +$182K 0.01% 878
2020
Q4 		$349K Sell
4,785
-547
-10% -$37.4K 0.01% 908
2020
Q3 		$338K Sell
5,332
-59
-1% -$3.77K 0.01% 991
2020
Q2 		$327K Sell
5,391
-742
-12% -$42.6K 0.01% 273
2020
Q1 		$326K Buy
6,133
+21
+0.3% +$1.32K 0.01% 273
2019
Q4 		$420K Hold
6,112
– – 0.01% 275
2019
Q3 		$392K Buy
6,112
+285
+5% +$18K 0.01% 281
2019
Q2 		$375K Buy
5,827
+713
+14% +$45.5K 0.01% 317
2019
Q1 		$323K Buy
5,114
+75
+1% +$4.6K 0.01% 307
2018
Q4 		$289K Buy
5,039
+800
+19% +$48.6K 0.01% 298
2018
Q3 		$281K Buy
4,239
+34
+0.8% +$2.23K 0.01% 276
2018
Q2 		$274K Hold
4,205
– – 0.01% 292
2018
Q1 		$283K Buy
4,205
+10
+0.2% +$688 0.01% 275
2017
Q4 		$285K Hold
4,195
– – 0.01% 287
2017
Q3 		$278K Buy
4,195
+628
+18% +$40.5K 0.01% 267
2017
Q2 		$223K Buy
+3,567
New +$222K 0.01% 274

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

Brinker Capital Investments's ESGD Position: Q2 2026 in Review

Brinker Capital Investments reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 26% in Q2 2026, selling an estimated $309K and leaving 8,690 shares worth $893K. The position accounts for 0.01% of the portfolio, ranked #1220.

Brinker Capital Investments first reported a position in ESGD in Q2 2017 and has held it in 37 quarters since. The position peaked at $1.89M in Q3 2024. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Brinker Capital Investments held 8,690 shares of iShares ESG Aware MSCI EAFE ETF worth $893K as of Q2 2026.
  • Brinker Capital Investments sold 3,044 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $309K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1220 holding.
  • Brinker Capital Investments first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2017 and has held it in 37 quarters since.
  • Brinker Capital Investments's iShares ESG Aware MSCI EAFE ETF position peaked at $1.89M in Q3 2024.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.