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Carr Financial Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Carr Financial Group’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 		$1.24M Buy
12,079
+146
+1% +$14.8K 0.29% 59
2026
Q1 		$1.14M Sell
11,933
-50
-0.4% -$4.95K 0.3% 57
2025
Q4 		$1.14M Buy
11,983
+220
+2% +$20.7K 0.3% 58
2025
Q3 		$1.09M Sell
11,763
-79
-0.7% -$7.15K 0.3% 62
2025
Q2 		$1.06M Buy
11,842
+215
+2% +$18.3K 0.31% 61
2025
Q1 		$950K Sell
11,627
-4,107
-26% -$331K 0.31% 62
2024
Q4 		$1.2M Sell
15,734
-43
-0.3% -$3.42K 0.37% 53
2024
Q3 		$1.33M Sell
15,777
-12
-0.1% -$970 0.39% 53
2024
Q2 		$1.24M Buy
15,789
+268
+2% +$21.3K 0.4% 47
2024
Q1 		$1.24M Sell
15,521
-1,352
-8% -$104K 0.41% 48
2023
Q4 		$1.27M Sell
16,873
-956
-5% -$67.7K 0.47% 42
2023
Q3 		$1.24M Buy
17,829
+543
+3% +$39.1K 0.49% 37
2023
Q2 		$1.26M Buy
17,286
+10,000
+137% +$729K 0.5% 36
2023
Q1 		$523K Sell
7,286
-450
-6% -$31.6K 0.23% 82
2022
Q4 		$509K Buy
+7,736
New +$486K 0.27% 82

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

Carr Financial Group's ESGD Position: Q2 2026 in Review

Carr Financial Group increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.2% in Q2 2026, buying an estimated $14.8K and bringing the position to 12,079 shares worth $1.24M. The position accounts for 0.29% of the portfolio, ranked #59.

Carr Financial Group first reported a position in ESGD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.33M in Q3 2024. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Carr Financial Group held 12,079 shares of iShares ESG Aware MSCI EAFE ETF worth $1.24M as of Q2 2026.
  • Carr Financial Group bought 146 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $14.8K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.29% of Carr Financial Group's portfolio in Q2 2026, its #59 holding.
  • Carr Financial Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • Carr Financial Group's iShares ESG Aware MSCI EAFE ETF position peaked at $1.33M in Q3 2024.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.