Curtis Advisory Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Curtis Advisory 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	$520K	Sell	5,057 -516	-9%	-$52.4K	0.1%	89
2026 Q1	$533K	Buy	5,573 +410	+8%	+$40.6K	0.11%	84
2025 Q4	$491K	Sell	5,163 -1,097	-18%	-$103K	0.1%	87
2025 Q3	$582K	Buy	6,260 +168	+3%	+$15.2K	0.13%	73
2025 Q2	$544K	Hold	6,092	–	–	0.14%	72
2025 Q1	$498K	Hold	6,092	–	–	0.15%	67
2024 Q4	$464K	Sell	6,092 -680	-10%	-$54.1K	0.12%	68
2024 Q3	$570K	Sell	6,772 -2,205	-25%	-$178K	0.16%	61
2024 Q2	$707K	Sell	8,977 -128	-1%	-$10.2K	0.25%	51
2024 Q1	$728K	Buy	9,105 +1,822	+25%	+$140K	0.28%	51
2023 Q4	$550K	Hold	7,283	–	–	0.25%	52
2023 Q3	$503K	Sell	7,283 -979	-12%	-$70.5K	0.17%	60
2023 Q2	$603K	Buy	8,262 +5,228	+172%	+$381K	0.19%	51
2023 Q1	$218K	Buy	+3,034	New	+$213K	0.08%	84

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

Curtis Advisory Group's ESGD Position: Q2 2026 in Review

Curtis Advisory Group reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 9.3% in Q2 2026, selling an estimated $52.4K and leaving 5,057 shares worth $520K. The position accounts for 0.1% of the portfolio, ranked #89.

Curtis Advisory Group first reported a position in ESGD in Q1 2023 and has held it in 14 quarters since. The position peaked at $728K in Q1 2024. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Curtis Advisory Group held 5,057 shares of iShares ESG Aware MSCI EAFE ETF worth $520K as of Q2 2026.
Curtis Advisory Group sold 516 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $52.4K.
iShares ESG Aware MSCI EAFE ETF made up 0.1% of Curtis Advisory Group's portfolio in Q2 2026, its #89 holding.
Curtis Advisory Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2023 and has held it in 14 quarters since.
Curtis Advisory Group's iShares ESG Aware MSCI EAFE ETF position peaked at $728K in Q1 2024.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Curtis Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.