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Chesley Taft & Associates’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Chesley Taft & Associates’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 		$431K Sell
4,190
-260
-6% -$26.4K 0.02% 294
2026
Q1 		$426K Sell
4,450
-500
-10% -$49.5K 0.02% 290
2025
Q4 		$471K Sell
4,950
-400
-7% -$37.7K 0.02% 288
2025
Q3 		$497K Sell
5,350
-100
-2% -$9.05K 0.02% 269
2025
Q2 		$486K Hold
5,450
– – 0.02% 257
2025
Q1 		$445K Hold
5,450
– – 0.02% 262
2024
Q4 		$415K Hold
5,450
– – 0.02% 266
2024
Q3 		$459K Sell
5,450
-1,050
-16% -$84.8K 0.02% 259
2024
Q2 		$512K Sell
6,500
-1,270
-16% -$101K 0.03% 239
2024
Q1 		$621K Hold
7,770
– – 0.03% 225
2023
Q4 		$587K Sell
7,770
-550
-7% -$39K 0.03% 223
2023
Q3 		$575K Sell
8,320
-2,600
-24% -$187K 0.04% 212
2023
Q2 		$796K Hold
10,920
– – 0.05% 194
2023
Q1 		$784K Hold
10,920
– – 0.05% 194
2022
Q4 		$718K Sell
10,920
-877
-7% -$55.1K 0.05% 195
2022
Q3 		$662K Sell
11,797
-97
-0.8% -$6.08K 0.05% 195
2022
Q2 		$746K Sell
11,894
-50
-0.4% -$3.41K 0.05% 194
2022
Q1 		$855K Sell
11,944
-201
-2% -$15.1K 0.05% 190
2021
Q4 		$965K Hold
12,145
– – 0.05% 185
2021
Q3 		$952K Hold
12,145
– – 0.05% 180
2021
Q2 		$960K Sell
12,145
-1,000
-8% -$79.6K 0.06% 181
2021
Q1 		$1.02M Hold
13,145
– – 0.06% 172
2020
Q4 		$960K Hold
13,145
– – 0.06% 172
2020
Q3 		$834K Hold
13,145
– – 0.06% 171
2020
Q2 		$796K Buy
13,145
+2,225
+20% +$128K 0.06% 167
2020
Q1 		$581K Hold
10,920
– – 0.05% 179
2019
Q4 		$751K Sell
10,920
-100
-0.9% -$6.66K 0.05% 182
2019
Q3 		$707K Hold
11,020
– – 0.05% 184
2019
Q2 		$709K Hold
11,020
– – 0.06% 178
2019
Q1 		$696K Buy
11,020
+2,505
+29% +$154K 0.06% 183
2018
Q4 		$489K Sell
8,515
-4,635
-35% -$282K 0.05% 205
2018
Q3 		$871K Buy
+13,150
New +$864K 0.07% 178

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

Chesley Taft & Associates's ESGD Position: Q2 2026 in Review

Chesley Taft & Associates reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 5.8% in Q2 2026, selling an estimated $26.4K and leaving 4,190 shares worth $431K. The position accounts for 0.02% of the portfolio, ranked #294.

Chesley Taft & Associates first reported a position in ESGD in Q3 2018 and has held it in 32 quarters since. The position peaked at $1.02M in Q1 2021. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Chesley Taft & Associates held 4,190 shares of iShares ESG Aware MSCI EAFE ETF worth $431K as of Q2 2026.
  • Chesley Taft & Associates sold 260 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $26.4K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.02% of Chesley Taft & Associates's portfolio in Q2 2026, its #294 holding.
  • Chesley Taft & Associates first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2018 and has held it in 32 quarters since.
  • Chesley Taft & Associates's iShares ESG Aware MSCI EAFE ETF position peaked at $1.02M in Q1 2021.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.