Cascade Financial Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Cascade Financial 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	$1.37M	Buy	13,367 +1,600	+14%	+$163K	0.12%	103
2026 Q1	$1.13M	Hold	11,767	–	–	0.12%	111
2025 Q4	$1.12M	Sell	11,767 -147	-1%	-$13.9K	0.11%	108
2025 Q3	$1.11M	Hold	11,914	–	–	0.13%	106
2025 Q2	$1.06M	Hold	11,914	–	–	0.13%	104
2025 Q1	$973K	Sell	11,914 -2,500	-17%	-$202K	0.12%	103
2024 Q4	$1.1M	Hold	14,414	–	–	0.14%	94
2024 Q3	$1.17M	Hold	14,414	–	–	0.15%	92
2024 Q2	$1.14M	Hold	14,414	–	–	0.15%	90
2024 Q1	$1.11M	Buy	+14,414	New	+$1.1M	0.16%	90

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

Cascade Financial Partners's ESGD Position: Q2 2026 in Review

Cascade Financial Partners increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 14% in Q2 2026, buying an estimated $163K and bringing the position to 13,367 shares worth $1.37M. The position accounts for 0.12% of the portfolio, ranked #103.

Cascade Financial Partners first reported a position in ESGD in Q1 2024 and has held it in 10 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Cascade Financial Partners held 13,367 shares of iShares ESG Aware MSCI EAFE ETF worth $1.37M as of Q2 2026.
Cascade Financial Partners bought 1,600 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $163K.
iShares ESG Aware MSCI EAFE ETF made up 0.12% of Cascade Financial Partners's portfolio in Q2 2026, its #103 holding.
Cascade Financial Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.