Concord Wealth Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Concord Wealth Partners’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	$99.4K	Buy	+967	New	+$98.2K	0.01%	290
2026 Q1	–	Sell	-1,019	Closed	-$96.9K	–	369
2025 Q4	$96.9K	Sell	1,019 -920	-47%	-$86.7K	0.01%	258
2025 Q3	$180K	Hold	1,939	–	–	0.02%	200
2025 Q2	$173K	Sell	1,939 -17	-0.9%	-$1.45K	0.03%	217
2025 Q1	$160K	Sell	1,956 -1,627	-45%	-$131K	0.03%	205
2024 Q4	$273K	Sell	3,583 -472	-12%	-$37.6K	0.04%	177
2024 Q3	$341K	Sell	4,055 -4,570	-53%	-$369K	0.06%	159
2024 Q2	$679K	Sell	8,625 -3,868	-31%	-$307K	0.12%	120
2024 Q1	$998K	Sell	12,493 -3,654	-23%	-$280K	0.18%	99
2023 Q4	$1.22M	Sell	16,147 -5,074	-24%	-$359K	0.24%	83
2023 Q3	$1.47M	Sell	21,221 -1,190	-5%	-$85.7K	0.31%	57
2023 Q2	$1.63M	Buy	22,411 +1,686	+8%	+$123K	0.35%	48
2023 Q1	$1.49M	Sell	20,725 -2,371	-10%	-$166K	0.42%	35
2022 Q4	$1.52M	Buy	23,096 +245	+1%	+$15.4K	0.46%	34
2022 Q3	$1.28M	Sell	22,851 -1,360	-6%	-$85.3K	0.41%	41
2022 Q2	$1.52M	Buy	24,211 +4,825	+25%	+$329K	0.42%	39
2022 Q1	$1.43M	Buy	19,386 +3,310	+21%	+$249K	0.37%	37
2021 Q4	$1.28M	Buy	16,076 +6,440	+67%	+$513K	0.31%	38
2021 Q3	$755K	Buy	9,636 +4,483	+87%	+$360K	0.31%	23
2021 Q2	$407K	Buy	+5,153	New	+$410K	0.12%	79

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Concord Wealth Partners's ESGD Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026: 967 shares worth $99.4K. The stake represents 0.01% of the portfolio and ranks #290 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in ESGD as recently as Q4 2025.

Concord Wealth Partners first reported a position in ESGD in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.63M in Q2 2023. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Concord Wealth Partners held 967 shares of iShares ESG Aware MSCI EAFE ETF worth $99.4K as of Q2 2026.
iShares ESG Aware MSCI EAFE ETF was a new Concord Wealth Partners position in Q2 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #290 holding.
Concord Wealth Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2021 and has held it in 20 quarters since.
Concord Wealth Partners's iShares ESG Aware MSCI EAFE ETF position peaked at $1.63M in Q2 2023.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.