Callan Family Office’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Callan Family Office’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	$319K	Hold	3,104	–	–	0.01%	978
2026 Q1	$297K	Buy	3,104 +51	+2%	+$5.05K	0.01%	937
2025 Q4	$290K	Sell	3,053 -33	-1%	-$3.11K	0.01%	937
2025 Q3	$287K	Buy	3,086 +120	+4%	+$10.9K	0.01%	724
2025 Q2	$265K	Sell	2,966 -843	-22%	-$71.9K	0.01%	806
2025 Q1	$311K	Sell	3,809 -615	-14%	-$49.6K	0.02%	415
2024 Q4	$337K	Buy	4,424 +990	+29%	+$78.8K	0.02%	458
2024 Q3	$289K	Hold	3,434	–	–	0.05%	140
2024 Q2	$271K	Buy	3,434 +11	+0.3%	+$874	0.05%	128
2024 Q1	$274K	Buy	+3,423	New	+$262K	0.06%	81

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

Callan Family Office's ESGD Position: Q2 2026 in Review

Callan Family Office held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 3,104 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #978.

Callan Family Office first reported a position in ESGD in Q1 2024 and has held it in 10 quarters since. The position peaked at $337K in Q4 2024. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Callan Family Office held 3,104 shares of iShares ESG Aware MSCI EAFE ETF worth $319K as of Q2 2026.
Callan Family Office left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #978 holding.
Callan Family Office first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
Callan Family Office's iShares ESG Aware MSCI EAFE ETF position peaked at $337K in Q4 2024.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.