Cetera Investment Advisers
ESGD icon

Cetera Investment Advisers’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Cetera Investment Advisers’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 		$11.9M Sell
115,954
-13,201
-10% -$1.34M 0.01% 1045
2026
Q1 		$12.3M Buy
129,155
+3,860
+3% +$382K 0.01% 951
2025
Q4 		$11.9M Buy
125,295
+8,521
+7% +$803K 0.01% 923
2025
Q3 		$10.9M Buy
116,774
+30,005
+35% +$2.71M 0.01% 937
2025
Q2 		$7.74M Buy
86,769
+25,712
+42% +$2.19M 0.01% 951
2025
Q1 		$4.99M Sell
61,057
-3,546
-5% -$286K 0.01% 1116
2024
Q4 		$4.92M Buy
64,603
+5,984
+10% +$476K 0.01% 1041
2024
Q3 		$4.93M Sell
58,619
-4,390
-7% -$355K 0.01% 1010
2024
Q2 		$4.96M Sell
63,009
-3,053
-5% -$242K 0.01% 1002
2024
Q1 		$5.28M Buy
66,062
+41,916
+174% +$3.21M 0.01% 961
2023
Q4 		$1.82M Sell
24,146
-34,968
-59% -$2.48M 0.01% 835
2023
Q3 		$4.09M Sell
59,114
-19,974
-25% -$1.44M 0.04% 482
2023
Q2 		$5.77M Sell
79,088
-2,382
-3% -$174K 0.05% 364
2023
Q1 		$5.85M Buy
81,470
+8,656
+12% +$608K 0.05% 344
2022
Q4 		$4.79M Buy
72,814
+39,900
+121% +$2.51M 0.04% 400
2022
Q3 		$1.85M Buy
32,914
+3,108
+10% +$195K 0.04% 478
2022
Q2 		$1.87M Buy
29,806
+553
+2% +$37.7K 0.03% 559
2022
Q1 		$2.16M Sell
29,253
-1,690
-5% -$127K 0.03% 536
2021
Q4 		$2.46M Buy
30,943
+5,018
+19% +$400K 0.04% 481
2021
Q3 		$2.03M Buy
25,925
+4,957
+24% +$398K 0.03% 517
2021
Q2 		$1.66M Buy
20,968
+8,660
+70% +$689K 0.03% 581
2021
Q1 		$934K Buy
12,308
+870
+8% +$65.5K 0.02% 697
2020
Q4 		$835K Buy
+11,438
New +$781K 0.02% 740

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

Cetera Investment Advisers's ESGD Position: Q2 2026 in Review

Cetera Investment Advisers reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 10% in Q2 2026, selling an estimated $1.34M and leaving 115,954 shares worth $11.9M. The position accounts for 0.01% of the portfolio, ranked #1045.

Cetera Investment Advisers first reported a position in ESGD in Q4 2020 and has held it in 23 quarters since. The position peaked at $12.3M in Q1 2026. 759 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Cetera Investment Advisers held 115,954 shares of iShares ESG Aware MSCI EAFE ETF worth $11.9M as of Q2 2026.
  • Cetera Investment Advisers sold 13,201 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $1.34M.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1045 holding.
  • Cetera Investment Advisers first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • Cetera Investment Advisers's iShares ESG Aware MSCI EAFE ETF position peaked at $12.3M in Q1 2026.
  • 759 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.