Continuum Advisory’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Continuum Advisory’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 Q1	$536K	Buy	5,610 +1,865	+50%	+$185K	0.05%	273
2025 Q4	$356K	Buy	3,745 +27	+0.7%	+$2.54K	0.04%	338
2025 Q3	$346K	Buy	3,718 +484	+15%	+$43.8K	0.04%	337
2025 Q2	$289K	Buy	3,234 +206	+7%	+$17.6K	0.03%	345
2025 Q1	$247K	Buy	3,028 +10	+0.3%	+$807	0.03%	358
2024 Q4	$230K	Sell	3,018 -179	-6%	-$14.2K	0.03%	365
2024 Q3	$249K	Buy	3,197 +10	+0.3%	+$808	0.03%	353
2024 Q2	$251K	Buy	3,187 +2	+0.1%	+$159	0.04%	334
2024 Q1	$256K	Buy	+3,185	New	+$244K	0.04%	335

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Continuum Advisory's ESGD Position: Q1 2026 in Review

Continuum Advisory increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 50% in Q1 2026, buying an estimated $185K and bringing the position to 5,610 shares worth $536K. The position accounts for 0.05% of the portfolio, ranked #273.

Continuum Advisory first reported a position in ESGD in Q1 2024 and has held it in 9 quarters since. 746 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Continuum Advisory held 5,610 shares of iShares ESG Aware MSCI EAFE ETF worth $536K as of Q1 2026.
Continuum Advisory bought 1,865 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $185K.
iShares ESG Aware MSCI EAFE ETF made up 0.05% of Continuum Advisory's portfolio in Q1 2026, its #273 holding.
Continuum Advisory first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2024 and has held it in 9 quarters since.
746 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.