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Cresset Asset Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Cresset Asset 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 		$5.33M Sell
51,867
-136
-0.3% -$13.8K 0.02% 400
2026
Q1 		$4.97M Buy
52,003
+1,326
+3% +$131K 0.02% 373
2025
Q4 		$4.82M Buy
50,677
+4,112
+9% +$388K 0.02% 376
2025
Q3 		$4.33M Sell
46,565
-29
-0.1% -$2.62K 0.02% 375
2025
Q2 		$4.16M Sell
46,594
-1,961
-4% -$167K 0.02% 359
2025
Q1 		$3.97M Buy
48,555
+272
+0.6% +$21.9K 0.02% 388
2024
Q4 		$3.68M Buy
48,283
+5,360
+12% +$426K 0.02% 406
2024
Q3 		$3.61M Buy
42,923
+5,523
+15% +$446K 0.01% 551
2024
Q2 		$2.95M Buy
37,400
+1,849
+5% +$147K 0.01% 569
2024
Q1 		$2.84M Buy
35,551
+997
+3% +$76.4K 0.01% 505
2023
Q4 		$2.61M Buy
34,554
+1,648
+5% +$117K 0.02% 475
2023
Q3 		$2.27M Buy
32,906
+1,345
+4% +$96.8K 0.01% 507
2023
Q2 		$2.3M Buy
31,561
+21,637
+218% +$1.58M ﹤0.01% 607
2023
Q1 		$713K Buy
9,924
+1,323
+15% +$92.9K 0.01% 407
2022
Q4 		$565K Buy
8,601
+3,843
+81% +$241K 0.01% 407
2022
Q3 		$267K Buy
+4,758
New +$298K ﹤0.01% 705
2022
Q2 		– Sell
-2,848
Closed -$210K – 988
2022
Q1 		$210K Sell
2,848
-4,225
-60% -$318K ﹤0.01% 898
2021
Q4 		$563K Buy
7,073
+4,225
+148% +$336K 0.01% 657
2021
Q3 		$223K Sell
2,848
-304
-10% -$24.4K ﹤0.01% 987
2021
Q2 		$249K Hold
3,152
– – ﹤0.01% 860
2021
Q1 		$239K Hold
3,152
– – ﹤0.01% 782
2020
Q4 		$230K Hold
3,152
– – ﹤0.01% 660
2020
Q3 		$200K Buy
+3,152
New +$201K ﹤0.01% 648
2020
Q1 		– Sell
-3,152
Closed -$217K – 630
2019
Q4 		$217K Hold
3,152
– – 0.01% 537
2019
Q3 		$202K Buy
+3,152
New +$199K 0.01% 502

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

Cresset Asset Management's ESGD Position: Q2 2026 in Review

Cresset Asset Management reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.26% in Q2 2026, selling an estimated $13.8K and leaving 51,867 shares worth $5.33M. The position accounts for 0.02% of the portfolio, ranked #400.

Cresset Asset Management first reported a position in ESGD in Q3 2019 and has held it in 25 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Cresset Asset Management held 51,867 shares of iShares ESG Aware MSCI EAFE ETF worth $5.33M as of Q2 2026.
  • Cresset Asset Management sold 136 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $13.8K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.02% of Cresset Asset Management's portfolio in Q2 2026, its #400 holding.
  • Cresset Asset Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2019 and has held it in 25 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.