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

Cassilly 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	$382K	Buy	+3,711	New	+$377K	0.28%	55

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

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

Cassilly Financial Group opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026: 3,711 shares worth $382K. The stake represents 0.28% of the portfolio and ranks #55 among its holdings.

753 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Cassilly Financial Group held 3,711 shares of iShares ESG Aware MSCI EAFE ETF worth $382K as of Q2 2026.
iShares ESG Aware MSCI EAFE ETF was a new Cassilly Financial Group position in Q2 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.28% of Cassilly Financial Group's portfolio in Q2 2026, its #55 holding.
753 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Cassilly Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.