Crestwood Advisors Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Crestwood Advisors Group’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	$1.23M	Sell	11,963 -199	-2%	-$20.2K	0.02%	293
2026 Q1	$1.16M	Buy	12,162 +6,384	+110%	+$632K	0.02%	288
2025 Q4	$549K	Buy	5,778 +534	+10%	+$50.3K	0.01%	372
2025 Q3	$488K	Buy	5,244 +52	+1%	+$4.71K	0.01%	367
2025 Q2	$463K	Buy	5,192 +782	+18%	+$66.7K	0.01%	360
2025 Q1	$360K	Sell	4,410 -800	-15%	-$64.6K	0.01%	389
2024 Q4	$397K	Hold	5,210	–	–	0.01%	335
2024 Q3	$439K	Hold	5,210	–	–	0.01%	309
2024 Q2	$410K	Buy	+5,210	New	+$414K	0.01%	307

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

Crestwood Advisors Group's ESGD Position: Q2 2026 in Review

Crestwood Advisors Group reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.6% in Q2 2026, selling an estimated $20.2K and leaving 11,963 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #293.

Crestwood Advisors Group first reported a position in ESGD in Q2 2024 and has held it in 9 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Crestwood Advisors Group held 11,963 shares of iShares ESG Aware MSCI EAFE ETF worth $1.23M as of Q2 2026.
Crestwood Advisors Group sold 199 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $20.2K.
iShares ESG Aware MSCI EAFE ETF made up 0.02% of Crestwood Advisors Group's portfolio in Q2 2026, its #293 holding.
Crestwood Advisors Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.