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

Clearstead 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 		$10.9M Sell
106,479
-155,695
-59% -$15.8M 0.1% 163
2026
Q1 		$25.1M Buy
262,174
+260,663
+17,251% +$25.8M 0.23% 86
2025
Q4 		$144K Buy
1,511
+100
+7% +$9.43K ﹤0.01% 1011
2025
Q3 		$131K Hold
1,411
– – ﹤0.01% 981
2025
Q2 		$126K Hold
1,411
– – ﹤0.01% 997
2025
Q1 		$115K Hold
1,411
– – ﹤0.01% 956
2024
Q4 		$107K Hold
1,411
– – ﹤0.01% 1012
2024
Q3 		$119K Hold
1,411
– – ﹤0.01% 986
2024
Q2 		$111K Sell
1,411
-360
-20% -$28.6K ﹤0.01% 975
2024
Q1 		$143K Hold
1,771
– – 0.01% 526
2023
Q4 		$134K Sell
1,771
-1,761
-50% -$125K 0.01% 522
2023
Q3 		$244K Buy
3,532
+1,861
+111% +$134K 0.01% 532
2023
Q2 		$122K Sell
1,671
-113
-6% -$8.24K 0.01% 529
2023
Q1 		$128K Buy
1,784
+456
+34% +$32K 0.01% 465
2022
Q4 		$87.3K Sell
1,328
-4,966
-79% -$312K 0.01% 527
2022
Q3 		$353K Buy
6,294
+6,219
+8,292% +$390K 0.03% 280
2022
Q2 		$5K Hold
75
– – ﹤0.01% 998
2022
Q1 		$6K Hold
75
– – ﹤0.01% 1054
2021
Q4 		$6K Hold
75
– – ﹤0.01% 974
2021
Q3 		$6K Hold
75
– – ﹤0.01% 1000
2021
Q2 		$6K Buy
75
+25
+50% +$1.99K ﹤0.01% 852
2021
Q1 		$4K Hold
50
– – ﹤0.01% 883
2020
Q4 		$4K Buy
+50
New +$3.42K ﹤0.01% 821

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

Clearstead Advisors's ESGD Position: Q2 2026 in Review

Clearstead Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 59% in Q2 2026, selling an estimated $15.8M and leaving 106,479 shares worth $10.9M. The position accounts for 0.1% of the portfolio, ranked #163.

Clearstead Advisors first reported a position in ESGD in Q4 2020 and has held it in 23 quarters since. The position peaked at $25.1M in Q1 2026. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Clearstead Advisors held 106,479 shares of iShares ESG Aware MSCI EAFE ETF worth $10.9M as of Q2 2026.
  • Clearstead Advisors sold 155,695 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $15.8M.
  • iShares ESG Aware MSCI EAFE ETF made up 0.1% of Clearstead Advisors's portfolio in Q2 2026, its #163 holding.
  • Clearstead Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • Clearstead Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $25.1M in Q1 2026.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.