Creative Planning’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Creative Planning’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	$61.5M	Buy	597,951 +2,221	+0.4%	+$226K	0.04%	207
2026 Q1	$57M	Buy	595,730 +35,802	+6%	+$3.54M	0.04%	196
2025 Q4	$53.2M	Buy	559,928 +5,631	+1%	+$531K	0.04%	194
2025 Q3	$51.5M	Buy	554,297 +4,751	+0.9%	+$430K	0.04%	183
2025 Q2	$49M	Sell	549,546 -120	-0%	-$10.2K	0.04%	173
2025 Q1	$44.9M	Buy	549,666 +9,978	+2%	+$805K	0.04%	179
2024 Q4	$41.1M	Buy	539,688 +25,500	+5%	+$2.03M	0.04%	173
2024 Q3	$43.3M	Sell	514,188 -3,605	-0.7%	-$291K	0.04%	163
2024 Q2	$40.8M	Buy	517,793 +8,020	+2%	+$637K	0.04%	162
2024 Q1	$40.7M	Buy	509,773 +1,543	+0.3%	+$118K	0.05%	158
2023 Q4	$38.4M	Buy	508,230 +28,646	+6%	+$2.03M	0.07%	153
2023 Q3	$33.2M	Buy	479,584 +3,404	+0.7%	+$245K	0.04%	172
2023 Q2	$34.7M	Sell	476,180 -14,101	-3%	-$1.03M	0.05%	155
2023 Q1	$35.2M	Sell	490,281 -12,522	-2%	-$879K	0.05%	142
2022 Q4	$33.1M	Sell	502,803 -8,735	-2%	-$549K	0.05%	148
2022 Q3	$28.7M	Buy	511,538 +175,019	+52%	+$11M	0.05%	143
2022 Q2	$21.1M	Sell	336,519 -43,614	-11%	-$2.98M	0.03%	188
2022 Q1	$28M	Buy	380,133 +113,341	+42%	+$8.54M	0.04%	158
2021 Q4	$21.2M	Buy	266,792 +46,188	+21%	+$3.68M	0.03%	178
2021 Q3	$17.3M	Buy	220,604 +124,435	+129%	+$9.99M	0.03%	194
2021 Q2	$7.6M	Sell	96,169 -50,490	-34%	-$4.02M	0.01%	312
2021 Q1	$11.1M	Buy	146,659 +12,613	+9%	+$950K	0.02%	255
2020 Q4	$9.79M	Buy	134,046 +16,333	+14%	+$1.12M	0.02%	264
2020 Q3	$7.47M	Sell	117,713 -1,193	-1%	-$76.2K	0.02%	259
2020 Q2	$7.2M	Buy	118,906 +10,607	+10%	+$609K	0.02%	232
2020 Q1	$5.76M	Sell	108,299 -108,806	-50%	-$6.85M	0.02%	236
2019 Q4	$14.9M	Sell	217,105 -169	-0.1%	-$11.3K	0.04%	145
2019 Q3	$13.9M	Buy	217,274 +14,525	+7%	+$918K	0.05%	143
2019 Q2	$13M	Buy	202,749 +65,640	+48%	+$4.19M	0.04%	146
2019 Q1	$8.66M	Buy	137,109 +84,534	+161%	+$5.19M	0.03%	184
2018 Q4	$3.02M	Buy	+52,575	New	+$3.19M	0.01%	340

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

Creative Planning's ESGD Position: Q2 2026 in Review

Creative Planning increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.37% in Q2 2026, buying an estimated $226K and bringing the position to 597,951 shares worth $61.5M. The position accounts for 0.04% of the portfolio, ranked #207.

Creative Planning first reported a position in ESGD in Q4 2018 and has held it in 31 quarters since. 756 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Creative Planning held 597,951 shares of iShares ESG Aware MSCI EAFE ETF worth $61.5M as of Q2 2026.
Creative Planning bought 2,221 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $226K.
iShares ESG Aware MSCI EAFE ETF made up 0.04% of Creative Planning's portfolio in Q2 2026, its #207 holding.
Creative Planning first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2018 and has held it in 31 quarters since.
756 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.