Brookstone Capital Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Brookstone Capital Management’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	$2.88M	Buy	28,020 +1,940	+7%	+$197K	0.03%	427
2026 Q1	$2.49M	Buy	26,080 +1,201	+5%	+$119K	0.03%	418
2025 Q4	$2.37M	Buy	24,879 +2,201	+10%	+$207K	0.03%	414
2025 Q3	$2.11M	Buy	22,678 +1,621	+8%	+$147K	0.03%	431
2025 Q2	$1.88M	Sell	21,057 -1,396	-6%	-$119K	0.02%	430
2025 Q1	$1.83M	Sell	22,453 -1,507	-6%	-$122K	0.03%	427
2024 Q4	$1.82M	Buy	23,960 +1,233	+5%	+$98.1K	0.03%	392
2024 Q3	$1.91M	Buy	22,727 +369	+2%	+$29.8K	0.03%	384
2024 Q2	$1.81M	Sell	22,358 -190	-0.8%	-$15.1K	0.03%	387
2024 Q1	$1.8M	Sell	22,548 -998	-4%	-$76.5K	0.03%	366
2023 Q4	$1.78M	Sell	23,546 -1,745	-7%	-$124K	0.03%	351
2023 Q3	$1.7M	Sell	25,291 -162	-0.6%	-$11.7K	0.04%	337
2023 Q2	$1.82M	Sell	25,453 -527	-2%	-$38.4K	0.04%	331
2023 Q1	$1.91M	Sell	25,980 -2,294	-8%	-$161K	0.04%	332
2022 Q4	$1.93M	Sell	28,274 -5,891	-17%	-$370K	0.04%	323
2022 Q3	$1.91M	Sell	34,165 -12,383	-27%	-$776K	0.04%	296
2022 Q2	$2.92M	Sell	46,548 -4,481	-9%	-$306K	0.06%	234
2022 Q1	$3.69M	Buy	51,029 +1,376	+3%	+$104K	0.07%	222
2021 Q4	$3.95M	Buy	49,653 +8,035	+19%	+$640K	0.07%	195
2021 Q3	$3.28M	Buy	41,618 +4,039	+11%	+$324K	0.06%	211
2021 Q2	$2.99M	Buy	37,579 +15,387	+69%	+$1.22M	0.05%	217
2021 Q1	$1.68M	Buy	22,192 +9,230	+71%	+$695K	0.06%	200
2020 Q4	$947K	Buy	12,962 +5,861	+83%	+$400K	0.04%	237
2020 Q3	$451K	Buy	7,101 +1,539	+28%	+$98.3K	0.02%	283
2020 Q2	$337K	Buy	+5,562	New	+$319K	0.02%	275

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

Brookstone Capital Management's ESGD Position: Q2 2026 in Review

Brookstone Capital Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 7.4% in Q2 2026, buying an estimated $197K and bringing the position to 28,020 shares worth $2.88M. The position accounts for 0.03% of the portfolio, ranked #427.

Brookstone Capital Management first reported a position in ESGD in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.95M in Q4 2021. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Brookstone Capital Management held 28,020 shares of iShares ESG Aware MSCI EAFE ETF worth $2.88M as of Q2 2026.
Brookstone Capital Management bought 1,940 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $197K.
iShares ESG Aware MSCI EAFE ETF made up 0.03% of Brookstone Capital Management's portfolio in Q2 2026, its #427 holding.
Brookstone Capital Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2020 and has held it in 25 quarters since.
Brookstone Capital Management's iShares ESG Aware MSCI EAFE ETF position peaked at $3.95M in Q4 2021.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.