Centerpoint Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Centerpoint Advisors’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	$18K	Buy	178 +12	+7%	+$1.22K	0.01%	283
2026 Q1	$16K	Buy	166 +30	+22%	+$2.97K	0.01%	275
2025 Q4	$13K	Buy	136 +12	+10%	+$1.13K	﹤0.01%	302
2025 Q3	$12K	Buy	124 +25	+25%	+$2.26K	﹤0.01%	317
2025 Q2	$9K	Buy	99 +6	+6%	+$512	﹤0.01%	314
2025 Q1	$8K	Buy	93 +15	+19%	+$1.21K	﹤0.01%	329
2024 Q4	$6K	Buy	78 +30	+63%	+$2.39K	﹤0.01%	367
2024 Q3	$4K	Hold	48	–	–	﹤0.01%	404
2024 Q2	$4K	Buy	48 +9	+23%	+$715	﹤0.01%	384
2024 Q1	$3K	Buy	39 +7	+22%	+$536	﹤0.01%	380
2023 Q4	$2K	Buy	32 +17	+113%	+$1.2K	﹤0.01%	386
2023 Q3	$1K	Buy	15 +3	+25%	+$216	﹤0.01%	493
2023 Q2	$1K	Buy	12 +7	+140%	+$511	﹤0.01%	496
2023 Q1	$0	Buy	+5	New	+$351	﹤0.01%	583

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

Centerpoint Advisors's ESGD Position: Q2 2026 in Review

Centerpoint Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 7.2% in Q2 2026, buying an estimated $1.22K and bringing the position to 178 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #283.

Centerpoint Advisors first reported a position in ESGD in Q1 2023 and has held it in 14 quarters since. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Centerpoint Advisors held 178 shares of iShares ESG Aware MSCI EAFE ETF worth $18K as of Q2 2026.
Centerpoint Advisors bought 12 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $1.22K.
iShares ESG Aware MSCI EAFE ETF made up 0.01% of Centerpoint Advisors's portfolio in Q2 2026, its #283 holding.
Centerpoint Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2023 and has held it in 14 quarters since.
757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.