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 Q2	$574K	Sell	5,582 -28	-0.5%	-$2.85K	0.05%	274
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 $1.55T 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

Continuum Advisory's ESGD Position: Q2 2026 in Review

Continuum Advisory reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.5% in Q2 2026, selling an estimated $2.85K and leaving 5,582 shares worth $574K. The position accounts for 0.05% of the portfolio, ranked #274.

Continuum Advisory first reported a position in ESGD in Q1 2024 and has held it in 10 quarters since. 760 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Continuum Advisory held 5,582 shares of iShares ESG Aware MSCI EAFE ETF worth $574K as of Q2 2026.
Continuum Advisory sold 28 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $2.85K.
iShares ESG Aware MSCI EAFE ETF made up 0.05% of Continuum Advisory's portfolio in Q2 2026, its #274 holding.
Continuum Advisory first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
760 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.