CPIG
ESGD icon

Chicago Partners Investment Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Chicago Partners Investment Group’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 		$1.96M Buy
19,206
+309
+2% +$31.4K 0.04% 376
2026
Q1 		$1.9M Buy
18,897
+780
+4% +$77.2K 0.04% 341
2025
Q4 		$1.79M Buy
18,117
+330
+2% +$31.1K 0.04% 317
2025
Q3 		$1.7M Sell
17,787
-52
-0.3% -$4.71K 0.04% 308
2025
Q2 		$1.63M Buy
17,839
+314
+2% +$26.8K 0.05% 292
2025
Q1 		$1.5M Buy
17,525
+39
+0.2% +$3.15K 0.05% 282
2024
Q4 		$1.34M Buy
17,486
+219
+1% +$17.4K 0.04% 292
2024
Q3 		$1.38M Sell
17,267
-111
-0.6% -$8.97K 0.05% 276
2024
Q2 		$1.38M Buy
17,378
+304
+2% +$24.1K 0.05% 271
2024
Q1 		$1.33M Buy
17,074
+25
+0.1% +$1.92K 0.06% 270
2023
Q4 		$1.28M Buy
17,049
+1,213
+8% +$85.9K 0.06% 268
2023
Q3 		$1.06M Buy
15,836
+2,024
+15% +$146K 0.06% 277
2023
Q2 		$1M Buy
13,812
+10,874
+370% +$793K 0.05% 293
2023
Q1 		$218K Hold
2,938
– – 0.01% 592
2022
Q4 		$210K Buy
+2,938
New +$185K 0.01% 577

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

Chicago Partners Investment Group's ESGD Position: Q2 2026 in Review

Chicago Partners Investment Group increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.6% in Q2 2026, buying an estimated $31.4K and bringing the position to 19,206 shares worth $1.96M. The position accounts for 0.04% of the portfolio, ranked #376.

Chicago Partners Investment Group first reported a position in ESGD in Q4 2022 and has held it in 15 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Chicago Partners Investment Group held 19,206 shares of iShares ESG Aware MSCI EAFE ETF worth $1.96M as of Q2 2026.
  • Chicago Partners Investment Group bought 309 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $31.4K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.04% of Chicago Partners Investment Group's portfolio in Q2 2026, its #376 holding.
  • Chicago Partners Investment Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.