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Buck Wealth Strategies’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Buck Wealth Strategies’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 		$6.36K Buy
+62
New +$6.3K ﹤0.01% 684
2023
Q4 		– Sell
-15
Closed -$1.04K – 143
2023
Q3 		$1.04K Buy
+15
New +$1.08K ﹤0.01% 332

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

Buck Wealth Strategies's ESGD Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026: 62 shares worth $6.36K. The stake represents ﹤0.01% of the portfolio and ranks #684 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in ESGD as recently as Q3 2023.

Buck Wealth Strategies first reported a position in ESGD in Q3 2023 and has held it in 2 quarters since. 760 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Buck Wealth Strategies held 62 shares of iShares ESG Aware MSCI EAFE ETF worth $6.36K as of Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF was a new Buck Wealth Strategies position in Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #684 holding.
  • Buck Wealth Strategies first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2023 and has held it in 2 quarters since.
  • 760 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.