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Copia Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Copia Wealth 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 		$16.9K Hold
164
– – 0.01% 291
2026
Q1 		$15.7K Hold
164
– – 0.01% 283
2025
Q4 		$15.6K Hold
164
– – 0.01% 285
2025
Q3 		$15.2K Hold
164
– – 0.01% 281
2025
Q2 		$14.6K Hold
164
– – 0.01% 261
2025
Q1 		$13.4K Hold
164
– – 0.01% 252
2024
Q4 		$12.5K Buy
+164
New +$13K 0.01% 241

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

Copia Wealth Management's ESGD Position: Q2 2026 in Review

Copia Wealth Management held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 164 shares worth $16.9K. The position accounts for 0.01% of the portfolio, ranked #291.

Copia Wealth Management first reported a position in ESGD in Q4 2024 and has held it in 7 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Copia Wealth Management held 164 shares of iShares ESG Aware MSCI EAFE ETF worth $16.9K as of Q2 2026.
  • Copia Wealth Management left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of Copia Wealth Management's portfolio in Q2 2026, its #291 holding.
  • Copia Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.