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

Crusonia Wealth 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 		$299K Buy
2,910
+31
+1% +$3.15K 0.05% 195
2026
Q1 		$275K Hold
2,879
– – 0.06% 167
2025
Q4 		$274K Buy
+2,879
New +$271K 0.06% 157

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

Crusonia Wealth Advisors's ESGD Position: Q2 2026 in Review

Crusonia Wealth Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.1% in Q2 2026, buying an estimated $3.15K and bringing the position to 2,910 shares worth $299K. The position accounts for 0.05% of the portfolio, ranked #195.

Crusonia Wealth Advisors first reported a position in ESGD in Q4 2025 and has held it in 3 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Crusonia Wealth Advisors held 2,910 shares of iShares ESG Aware MSCI EAFE ETF worth $299K as of Q2 2026.
  • Crusonia Wealth Advisors bought 31 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $3.15K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.05% of Crusonia Wealth Advisors's portfolio in Q2 2026, its #195 holding.
  • Crusonia Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Crusonia Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.