Cary Street Partners Investment Advisory’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Cary Street Partners Investment Advisory’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	$44.6K	Sell	434 -185	-30%	-$18.8K	0.01%	603
2026 Q1	$59.2K	Buy	619 +26	+4%	+$2.57K	0.02%	521
2025 Q4	$56.4K	Buy	593 +415	+233%	+$39.1K	0.02%	496
2025 Q3	$16.6K	Sell	178 -4	-2%	-$362	0.01%	521
2025 Q2	$16.2K	Buy	182 +41	+29%	+$3.5K	0.01%	500
2025 Q1	$11.5K	Buy	+141	New	+$11.4K	0.01%	473
2023 Q4	–	Sell	-915	Closed	-$63.3K	–	962
2023 Q3	$63.3K	Sell	915 -1,751	-66%	-$126K	﹤0.01%	802
2023 Q2	$194K	Hold	2,666	–	–	0.01%	513
2023 Q1	$192K	Hold	2,666	–	–	0.01%	476
2022 Q4	$175K	Buy	+2,666	New	+$167K	0.01%	489
2022 Q3	–	Sell	-1,798	Closed	-$113K	–	524
2022 Q2	$113K	Buy	+1,798	New	+$123K	0.01%	492

Other funds holding ESGD

TWIM

TIAA Wealth Investment Management New York $15B AUM

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cary Street Partners Investment Advisory's ESGD Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 30% in Q2 2026, selling an estimated $18.8K and leaving 434 shares worth $44.6K. The position accounts for 0.01% of the portfolio, ranked #603.

Cary Street Partners Investment Advisory first reported a position in ESGD in Q2 2022 and has held it in 11 quarters since. The position peaked at $194K in Q2 2023. 588 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Cary Street Partners Investment Advisory held 434 shares of iShares ESG Aware MSCI EAFE ETF worth $44.6K as of Q2 2026.
Cary Street Partners Investment Advisory sold 185 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $18.8K.
iShares ESG Aware MSCI EAFE ETF made up 0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #603 holding.
Cary Street Partners Investment Advisory first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2022 and has held it in 11 quarters since.
Cary Street Partners Investment Advisory's iShares ESG Aware MSCI EAFE ETF position peaked at $194K in Q2 2023.
588 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.