Cambridge Investment Research Advisors
ESGD icon

Cambridge Investment Research Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Cambridge Investment Research Advisors’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 		$17.7M Sell
172,080
-47,728
-22% -$4.85M 0.04% 454
2026
Q1 		$21M Sell
219,808
-11,625
-5% -$1.15M 0.05% 362
2025
Q4 		$22M Buy
231,433
+28,224
+14% +$2.66M 0.06% 335
2025
Q3 		$18.9M Buy
203,209
+5,903
+3% +$534K 0.05% 363
2025
Q2 		$17.6M Sell
197,306
-11,909
-6% -$1.02M 0.05% 354
2025
Q1 		$17.1M Sell
209,215
-4,783
-2% -$386K 0.06% 332
2024
Q4 		$16.3M Sell
213,998
-6,095
-3% -$485K 0.05% 330
2024
Q3 		$18.5M Buy
220,093
+4,887
+2% +$395K 0.06% 303
2024
Q2 		$17M Buy
215,206
+26,802
+14% +$2.13M 0.06% 308
2024
Q1 		$15.1M Buy
188,404
+7,628
+4% +$584K 0.06% 329
2023
Q4 		$13.7M Sell
180,776
-2,603
-1% -$184K 0.06% 312
2023
Q3 		$12.7M Sell
183,379
-7,125
-4% -$513K 0.06% 309
2023
Q2 		$13.9M Buy
190,504
+22,044
+13% +$1.61M 0.06% 296
2023
Q1 		$12.1M Sell
168,460
-12,453
-7% -$874K 0.06% 319
2022
Q4 		$11.9M Buy
180,913
+6,081
+3% +$382K 0.06% 316
2022
Q3 		$9.81M Buy
174,832
+21,178
+14% +$1.33M 0.06% 332
2022
Q2 		$9.64M Sell
153,654
-8,530
-5% -$582K 0.05% 343
2022
Q1 		$12M Buy
162,184
+18,215
+13% +$1.37M 0.05% 329
2021
Q4 		$11.4M Buy
143,969
+16,983
+13% +$1.35M 0.05% 333
2021
Q3 		$9.95M Buy
126,986
+16,085
+15% +$1.29M 0.05% 356
2021
Q2 		$8.76M Buy
110,901
+9,416
+9% +$749K 0.04% 410
2021
Q1 		$7.7M Buy
101,485
+7,458
+8% +$562K 0.04% 408
2020
Q4 		$6.87M Buy
94,027
+9,186
+11% +$627K 0.04% 409
2020
Q3 		$5.39M Buy
84,841
+2,476
+3% +$158K 0.04% 442
2020
Q2 		$4.99M Buy
82,365
+3,455
+4% +$198K 0.04% 442
2020
Q1 		$4.2M Buy
78,910
+14,417
+22% +$907K 0.04% 418
2019
Q4 		$4.43M Buy
64,493
+2,860
+5% +$191K 0.03% 509
2019
Q3 		$3.95M Buy
61,633
+8,114
+15% +$513K 0.03% 513
2019
Q2 		$3.44M Buy
53,519
+9,494
+22% +$606K 0.03% 529
2019
Q1 		$2.78M Buy
+44,025
New +$2.7M 0.03% 587

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

Cambridge Investment Research Advisors's ESGD Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 22% in Q2 2026, selling an estimated $4.85M and leaving 172,080 shares worth $17.7M. The position accounts for 0.04% of the portfolio, ranked #454.

Cambridge Investment Research Advisors first reported a position in ESGD in Q1 2019 and has held it in 30 quarters since. The position peaked at $22M in Q4 2025. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Cambridge Investment Research Advisors held 172,080 shares of iShares ESG Aware MSCI EAFE ETF worth $17.7M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 47,728 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $4.85M.
  • iShares ESG Aware MSCI EAFE ETF made up 0.04% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #454 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2019 and has held it in 30 quarters since.
  • Cambridge Investment Research Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $22M in Q4 2025.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.