Cadia Private Client’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Cadia Private Client’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	$411K	Hold	4,000	–	–	0.3%	51
2026 Q1	$382K	Buy	4,000 +500	+14%	+$49.5K	0.31%	43
2025 Q4	$333K	Buy	+3,500	New	+$330K	0.26%	47

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

Cadia Private Client's ESGD Position: Q2 2026 in Review

Cadia Private Client held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 4,000 shares worth $411K. The position accounts for 0.3% of the portfolio, ranked #51.

Cadia Private Client first reported a position in ESGD in Q4 2025 and has held it in 3 quarters since. 755 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Cadia Private Client held 4,000 shares of iShares ESG Aware MSCI EAFE ETF worth $411K as of Q2 2026.
Cadia Private Client left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.3% of Cadia Private Client's portfolio in Q2 2026, its #51 holding.
Cadia Private Client first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
755 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Cadia Private Client's 13F filing for Q2 2026, filed 11 Aug 2026.