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

Cary Street Partners’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	$532K	Hold	5,178	–	–	0.01%	643
2026 Q1	$495K	Sell	5,178 -18	-0.3%	-$1.78K	0.01%	601
2025 Q4	$494K	Buy	5,196 +18	+0.3%	+$1.7K	0.01%	599
2025 Q3	$481K	Buy	5,178 +197	+4%	+$17.8K	0.01%	574
2025 Q2	$444K	Hold	4,981	–	–	0.01%	585
2025 Q1	$407K	Buy	+4,981	New	+$402K	0.01%	584

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

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

Cary Street Partners held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 5,178 shares worth $532K. The position accounts for 0.01% of the portfolio, ranked #643.

Cary Street Partners first reported a position in ESGD in Q1 2025 and has held it in 6 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Cary Street Partners held 5,178 shares of iShares ESG Aware MSCI EAFE ETF worth $532K as of Q2 2026.
Cary Street Partners 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 Cary Street Partners's portfolio in Q2 2026, its #643 holding.
Cary Street Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

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