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

CGN 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 		$1.7M Sell
16,552
-77
-0.5% -$7.82K 0.12% 149
2026
Q1 		$1.59M Sell
16,629
-458
-3% -$45.3K 0.13% 149
2025
Q4 		$1.62M Buy
17,087
+374
+2% +$35.3K 0.13% 140
2025
Q3 		$1.55M Buy
16,713
+1,090
+7% +$98.6K 0.13% 142
2025
Q2 		$1.39M Sell
15,623
-281
-2% -$24K 0.12% 149
2025
Q1 		$1.3M Sell
15,904
-2,144
-12% -$173K 0.13% 151
2024
Q4 		$1.37M Buy
18,048
+1,117
+7% +$88.9K 0.13% 141
2024
Q3 		$1.43M Buy
16,931
+4,643
+38% +$375K 0.14% 139
2024
Q2 		$968K Buy
12,288
+7,262
+144% +$577K 0.11% 160
2024
Q1 		$402K Buy
5,026
+914
+22% +$70K 0.05% 195
2023
Q4 		$311K Sell
4,112
-1,682
-29% -$119K 0.04% 213
2023
Q3 		$401K Buy
5,794
+2,437
+73% +$175K 0.05% 192
2023
Q2 		$245K Sell
3,357
-477
-12% -$34.8K 0.04% 210
2023
Q1 		$275K Sell
3,834
-57
-1% -$4K 0.04% 201
2022
Q4 		$256K Sell
3,891
-3,984
-51% -$250K 0.05% 203
2022
Q3 		$442K Buy
7,875
+459
+6% +$28.8K 0.11% 170
2022
Q2 		$465K Buy
7,416
+1,605
+28% +$110K 0.13% 162
2022
Q1 		$428K Buy
5,811
+488
+9% +$36.8K 0.11% 164
2021
Q4 		$423K Buy
+5,323
New +$424K 0.11% 160
2021
Q3 		– Sell
-7,529
Closed -$595K – 199
2021
Q2 		$595K Buy
7,529
+150
+2% +$11.9K 0.19% 121
2021
Q1 		$560K Sell
7,379
-586
-7% -$44.1K 0.2% 105
2020
Q4 		$582K Buy
+7,965
New +$544K 0.23% 97

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

CGN Advisors's ESGD Position: Q2 2026 in Review

CGN Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.46% in Q2 2026, selling an estimated $7.82K and leaving 16,552 shares worth $1.7M. The position accounts for 0.12% of the portfolio, ranked #149.

CGN Advisors first reported a position in ESGD in Q4 2020 and has held it in 22 quarters since. 755 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • CGN Advisors held 16,552 shares of iShares ESG Aware MSCI EAFE ETF worth $1.7M as of Q2 2026.
  • CGN Advisors sold 77 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $7.82K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.12% of CGN Advisors's portfolio in Q2 2026, its #149 holding.
  • CGN Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and has held it in 22 quarters since.
  • 755 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.