CVA Family Office’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

CVA Family Office’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	$98.4K	Hold	957	–	–	0.01%	473
2026 Q1	$91.5K	Buy	957 +738	+337%	+$73K	0.01%	474
2025 Q4	$20.8K	Hold	219	–	–	﹤0.01%	689
2025 Q3	$20.4K	Hold	219	–	–	﹤0.01%	690
2025 Q2	$19.5K	Hold	219	–	–	﹤0.01%	693
2025 Q1	$17.9K	Hold	219	–	–	﹤0.01%	699
2024 Q4	$16.7K	Hold	219	–	–	﹤0.01%	705
2024 Q3	$18.4K	Hold	219	–	–	﹤0.01%	670
2024 Q2	$17.3K	Hold	219	–	–	﹤0.01%	667
2024 Q1	$17.5K	Hold	219	–	–	﹤0.01%	664
2023 Q4	$16.5K	Buy	+219	New	+$15.5K	﹤0.01%	656
2023 Q3	–	Sell	-219	Closed	-$16K	–	459
2023 Q2	$16K	Hold	219	–	–	﹤0.01%	652
2023 Q1	$15.7K	Hold	219	–	–	﹤0.01%	633
2022 Q4	$14.4K	Buy	+219	New	+$13.8K	﹤0.01%	614

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

CVA Family Office's ESGD Position: Q2 2026 in Review

CVA Family Office held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 957 shares worth $98.4K. The position accounts for 0.01% of the portfolio, ranked #473.

CVA Family Office first reported a position in ESGD in Q4 2022 and has held it in 14 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

CVA Family Office held 957 shares of iShares ESG Aware MSCI EAFE ETF worth $98.4K as of Q2 2026.
CVA Family Office left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #473 holding.
CVA Family Office first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.