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

Crux 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	$3.44M	Buy	33,490 +341	+1%	+$34.6K	1.19%	20
2026 Q1	$3.17M	Sell	33,149 -255	-0.8%	-$25.2K	1.22%	21
2025 Q4	$3.18M	Sell	33,404 -4,456	-12%	-$420K	1.18%	23
2025 Q3	$3.52M	Buy	37,860 +5,597	+17%	+$506K	1.4%	15
2025 Q2	$2.88M	Buy	+32,263	New	+$2.75M	1.23%	20

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

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

Crux Wealth Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1% in Q2 2026, buying an estimated $34.6K and bringing the position to 33,490 shares worth $3.44M. The position accounts for 1.19% of the portfolio, ranked #20.

Crux Wealth Advisors first reported a position in ESGD in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.52M in Q3 2025. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Crux Wealth Advisors held 33,490 shares of iShares ESG Aware MSCI EAFE ETF worth $3.44M as of Q2 2026.
Crux Wealth Advisors bought 341 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $34.6K.
iShares ESG Aware MSCI EAFE ETF made up 1.19% of Crux Wealth Advisors's portfolio in Q2 2026, its #20 holding.
Crux Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
Crux Wealth Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $3.52M in Q3 2025.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.