Cherry Tree Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Cherry Tree Wealth Management’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	$9.15K	Hold	89	–	–	﹤0.01%	449
2026 Q1	$8.51K	Hold	89	–	–	﹤0.01%	445
2025 Q4	$8.46K	Hold	89	–	–	﹤0.01%	442
2025 Q3	$8.28K	Hold	89	–	–	﹤0.01%	429
2025 Q2	$7.94K	Hold	89	–	–	﹤0.01%	439
2025 Q1	$7.27K	Hold	89	–	–	﹤0.01%	481
2024 Q4	$6.78K	Hold	89	–	–	﹤0.01%	454
2024 Q3	$7.49K	Hold	89	–	–	﹤0.01%	452
2024 Q2	$7.01K	Hold	89	–	–	﹤0.01%	435
2024 Q1	$7.11K	Hold	89	–	–	﹤0.01%	411
2023 Q4	$6.72K	Hold	89	–	–	﹤0.01%	402
2023 Q3	$6.15K	Hold	89	–	–	﹤0.01%	386
2023 Q2	$6.49K	Buy	+89	New	+$6.49K	﹤0.01%	378

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

Cherry Tree Wealth Management's ESGD Position: Q2 2026 in Review

Cherry Tree Wealth Management held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 89 shares worth $9.15K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Cherry Tree Wealth Management first reported a position in ESGD in Q2 2023 and has held it in 13 quarters since. 760 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Cherry Tree Wealth Management held 89 shares of iShares ESG Aware MSCI EAFE ETF worth $9.15K as of Q2 2026.
Cherry Tree Wealth Management left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #449 holding.
Cherry Tree Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2023 and has held it in 13 quarters since.
760 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.