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

CWC 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	$419K	Sell	4,074 -16	-0.4%	-$1.63K	0.19%	112
2026 Q1	$391K	Hold	4,090	–	–	0.19%	107
2025 Q4	$389K	Buy	4,090 +3	+0.1%	+$283	0.19%	113
2025 Q3	$380K	Hold	4,087	–	–	0.19%	112
2025 Q2	$365K	Sell	4,087 -4	-0.1%	-$341	0.19%	107
2025 Q1	$334K	Buy	4,091 +18	+0.4%	+$1.45K	0.19%	100
2024 Q4	$310K	Buy	4,073 +2	+0%	+$159	0.31%	88
2024 Q3	$343K	Buy	+4,071	New	+$329K	0.34%	79

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

CWC Advisors's ESGD Position: Q2 2026 in Review

CWC Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.39% in Q2 2026, selling an estimated $1.63K and leaving 4,074 shares worth $419K. The position accounts for 0.19% of the portfolio, ranked #112.

CWC Advisors first reported a position in ESGD in Q3 2024 and has held it in 8 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

CWC Advisors held 4,074 shares of iShares ESG Aware MSCI EAFE ETF worth $419K as of Q2 2026.
CWC Advisors sold 16 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $1.63K.
iShares ESG Aware MSCI EAFE ETF made up 0.19% of CWC Advisors's portfolio in Q2 2026, its #112 holding.
CWC Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2024 and has held it in 8 quarters since.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

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