Coston McIsaac & Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Coston McIsaac & 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	$31K	Buy	302 +4	+1%	+$406	0.01%	408
2026 Q1	$28K	Hold	298	–	–	0.01%	409
2025 Q4	$28K	Buy	298 +6	+2%	+$566	0.01%	397
2025 Q3	$27K	Hold	292	–	–	0.01%	392
2025 Q2	$26K	Buy	292 +5	+2%	+$426	0.01%	389
2025 Q1	$23K	Hold	287	–	–	0.01%	377
2024 Q4	$21K	Buy	287 +4	+1%	+$318	0.01%	384
2024 Q3	$23K	Hold	283	–	–	0.01%	382
2024 Q2	$22K	Buy	283 +5	+2%	+$397	0.01%	367
2024 Q1	$22K	Hold	278	–	–	0.01%	373
2023 Q4	$21K	Buy	278 +4	+1%	+$283	0.01%	380
2023 Q3	$18K	Hold	274	–	–	0.01%	392
2023 Q2	$20K	Buy	274 +5	+2%	+$365	0.01%	403
2023 Q1	$19K	Hold	269	–	–	0.01%	405
2022 Q4	$17K	Buy	269 +1	+0.4%	+$63	0.01%	427
2022 Q3	$15K	Hold	268	–	–	0.01%	374
2022 Q2	$17K	Buy	+268	New	+$18.3K	0.01%	223

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

Coston McIsaac & Partners's ESGD Position: Q2 2026 in Review

Coston McIsaac & Partners increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.3% in Q2 2026, buying an estimated $406 and bringing the position to 302 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #408.

Coston McIsaac & Partners first reported a position in ESGD in Q2 2022 and has held it in 17 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Coston McIsaac & Partners held 302 shares of iShares ESG Aware MSCI EAFE ETF worth $31K as of Q2 2026.
Coston McIsaac & Partners bought 4 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $406.
iShares ESG Aware MSCI EAFE ETF made up 0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #408 holding.
Coston McIsaac & Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2022 and has held it in 17 quarters since.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.