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Choreo LLC’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Choreo LLC’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 		$2.67M Sell
25,976
-19
-0.1% -$1.93K 0.03% 343
2026
Q1 		$2.49M Sell
25,995
-131
-0.5% -$13K 0.03% 344
2025
Q4 		$2.5M Buy
26,126
+469
+2% +$44.2K 0.03% 324
2025
Q3 		$2.39M Sell
25,657
-296
-1% -$26.8K 0.03% 339
2025
Q2 		$2.32M Sell
25,953
-1,515
-6% -$129K 0.03% 334
2025
Q1 		$2.24M Sell
27,468
-1,345
-5% -$109K 0.03% 311
2024
Q4 		$2.19M Sell
28,813
-1,146
-4% -$91.2K 0.03% 329
2024
Q3 		$2.5M Sell
29,959
-12
-0% -$970 0.04% 300
2024
Q2 		$2.36M Buy
29,971
+3,015
+11% +$239K 0.04% 284
2024
Q1 		$2.15M Sell
26,956
-263
-1% -$20.1K 0.06% 170
2023
Q4 		$2.06M Sell
27,219
-19
-0.1% -$1.35K 0.06% 169
2023
Q3 		$1.88M Buy
27,238
+1,240
+5% +$89.3K 0.07% 148
2023
Q2 		$1.9M Buy
25,998
+172
+0.7% +$12.5K 0.06% 150
2023
Q1 		$1.86M Buy
+25,826
New +$1.81M 0.07% 158

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

Choreo LLC's ESGD Position: Q2 2026 in Review

Choreo LLC reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.07% in Q2 2026, selling an estimated $1.93K and leaving 25,976 shares worth $2.67M. The position accounts for 0.03% of the portfolio, ranked #343.

Choreo LLC first reported a position in ESGD in Q1 2023 and has held it in 14 quarters since. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Choreo LLC held 25,976 shares of iShares ESG Aware MSCI EAFE ETF worth $2.67M as of Q2 2026.
  • Choreo LLC sold 19 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $1.93K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.03% of Choreo LLC's portfolio in Q2 2026, its #343 holding.
  • Choreo LLC first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2023 and has held it in 14 quarters since.
  • 757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.