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

Crewe Advisors’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	$22.7K	Buy	221 +5	+2%	+$508	﹤0.01%	585
2026 Q1	$20.7K	Hold	216	–	–	﹤0.01%	509
2025 Q4	$20.5K	Hold	216	–	–	﹤0.01%	485
2025 Q3	$20.1K	Hold	216	–	–	﹤0.01%	495
2025 Q2	$19.3K	Buy	216 +6	+3%	+$512	﹤0.01%	375
2025 Q1	$17.2K	Hold	210	–	–	﹤0.01%	364
2024 Q4	$16K	Buy	210 +19	+10%	+$1.51K	﹤0.01%	378
2024 Q3	$16.1K	Hold	191	–	–	﹤0.01%	428
2024 Q2	$15K	Hold	191	–	–	﹤0.01%	604
2024 Q1	$15.3K	Sell	191 -3	-2%	-$230	﹤0.01%	543
2023 Q4	$14.7K	Buy	194 +4	+2%	+$283	﹤0.01%	179
2023 Q3	$13.1K	Hold	190	–	–	﹤0.01%	224
2023 Q2	$13.9K	Hold	190	–	–	﹤0.01%	371
2023 Q1	$13.7K	Hold	190	–	–	﹤0.01%	496
2022 Q4	$12.5K	Hold	190	–	–	﹤0.01%	513
2022 Q3	$11K	Buy	+190	New	+$11.9K	﹤0.01%	628

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

Crewe Advisors's ESGD Position: Q2 2026 in Review

Crewe Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2.3% in Q2 2026, buying an estimated $508 and bringing the position to 221 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Crewe Advisors first reported a position in ESGD in Q3 2022 and has held it in 16 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Crewe Advisors held 221 shares of iShares ESG Aware MSCI EAFE ETF worth $22.7K as of Q2 2026.
Crewe Advisors bought 5 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $508.
iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #585 holding.
Crewe Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2022 and has held it in 16 quarters since.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.