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Coldstream Capital Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Coldstream Capital 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 		$2.09M Buy
20,288
+56
+0.3% +$5.69K 0.03% 299
2026
Q1 		$1.93M Sell
20,232
-80
-0.4% -$7.92K 0.02% 313
2025
Q4 		$1.93M Buy
20,312
+460
+2% +$43.4K 0.02% 295
2025
Q3 		$1.85M Buy
19,852
+181
+0.9% +$16.4K 0.02% 321
2025
Q2 		$1.76M Buy
19,671
+146
+0.7% +$12.4K 0.03% 308
2025
Q1 		$1.6M Buy
19,525
+13
+0.1% +$1.05K 0.03% 292
2024
Q4 		$1.49M Buy
19,512
+45
+0.2% +$3.58K 0.03% 299
2024
Q3 		$1.64M Sell
19,467
-189
-1% -$15.3K 0.04% 272
2024
Q2 		$1.55M Buy
19,656
+1,249
+7% +$99.2K 0.04% 251
2024
Q1 		$1.47M Buy
18,407
+30
+0.2% +$2.3K 0.04% 253
2023
Q4 		$1.39M Buy
18,377
+5,435
+42% +$385K 0.04% 240
2023
Q3 		$895K Hold
12,942
– – 0.03% 278
2023
Q2 		$944K Hold
12,942
– – 0.03% 278
2023
Q1 		$930K Sell
12,942
-556
-4% -$39K 0.03% 288
2022
Q4 		$887K Buy
+13,498
New +$848K 0.03% 284
2022
Q2 		$611K Buy
9,737
+59
+0.6% +$4.03K 0.02% 336
2022
Q1 		$714K Buy
9,678
+246
+3% +$18.5K 0.02% 286
2021
Q4 		$749K Buy
9,432
+65
+0.7% +$5.17K 0.02% 293
2021
Q3 		$734K Buy
9,367
+1
+0% +$80 0.04% 213
2021
Q2 		$740K Buy
+9,366
New +$745K 0.03% 223

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

Coldstream Capital Management's ESGD Position: Q2 2026 in Review

Coldstream Capital Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.28% in Q2 2026, buying an estimated $5.69K and bringing the position to 20,288 shares worth $2.09M. The position accounts for 0.03% of the portfolio, ranked #299.

Coldstream Capital Management first reported a position in ESGD in Q2 2021 and has held it in 20 quarters since. 760 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Coldstream Capital Management held 20,288 shares of iShares ESG Aware MSCI EAFE ETF worth $2.09M as of Q2 2026.
  • Coldstream Capital Management bought 56 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $5.69K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.03% of Coldstream Capital Management's portfolio in Q2 2026, its #299 holding.
  • Coldstream Capital Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2021 and has held it in 20 quarters since.
  • 760 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.