Cerity Partners
ESGD icon

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

Cerity 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 		$10.1M Buy
98,140
+11,732
+14% +$1.19M 0.01% 769
2026
Q1 		$8.26M Buy
86,408
+3,749
+5% +$371K 0.01% 792
2025
Q4 		$7.86M Buy
82,659
+4,306
+5% +$406K 0.01% 749
2025
Q3 		$7.29M Sell
78,353
-453
-0.6% -$41K 0.01% 716
2025
Q2 		$7.03M Buy
78,806
+125
+0.2% +$10.7K 0.01% 670
2025
Q1 		$6.43M Buy
78,681
+23,490
+43% +$1.9M 0.01% 636
2024
Q4 		$4.2M Buy
55,191
+1,960
+4% +$156K 0.01% 781
2024
Q3 		$4.48M Sell
53,231
-260
-0.5% -$21K 0.01% 735
2024
Q2 		$4.21M Buy
53,491
+358
+0.7% +$28.4K 0.01% 656
2024
Q1 		$4.22M Sell
53,133
-1,163
-2% -$89.1K 0.01% 699
2023
Q4 		$4.1M Buy
54,296
+39,820
+275% +$2.82M 0.01% 584
2023
Q3 		$1M Sell
14,476
-22,932
-61% -$1.65M ﹤0.01% 759
2023
Q2 		$2.73M Buy
37,408
+4,330
+13% +$316K 0.01% 645
2023
Q1 		$2.38M Sell
33,078
-377
-1% -$26.5K 0.01% 673
2022
Q4 		$2.2M Sell
33,455
-980
-3% -$61.5K 0.01% 513
2022
Q3 		$1.93M Buy
34,435
+1,807
+6% +$113K 0.02% 374
2022
Q2 		$2.05M Buy
32,628
+903
+3% +$61.6K 0.02% 393
2022
Q1 		$2.34M Buy
31,725
+10,354
+48% +$780K 0.04% 302
2021
Q4 		$1.7M Buy
21,371
+4,874
+30% +$388K 0.03% 349
2021
Q3 		$1.29M Buy
16,497
+1,077
+7% +$86.5K 0.03% 324
2021
Q2 		$1.22M Buy
15,420
+5,235
+51% +$417K 0.03% 341
2021
Q1 		$773K Buy
10,185
+2,949
+41% +$222K 0.02% 379
2020
Q4 		$529K Buy
+7,236
New +$494K 0.02% 401

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners's ESGD Position: Q2 2026 in Review

Cerity Partners increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 14% in Q2 2026, buying an estimated $1.19M and bringing the position to 98,140 shares worth $10.1M. The position accounts for 0.01% of the portfolio, ranked #769.

Cerity Partners first reported a position in ESGD in Q4 2020 and has held it in 23 quarters since. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Cerity Partners held 98,140 shares of iShares ESG Aware MSCI EAFE ETF worth $10.1M as of Q2 2026.
  • Cerity Partners bought 11,732 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $1.19M.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #769 holding.
  • Cerity Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • 757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.