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

CWS Financial 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	$301K	Buy	2,930 +197	+7%	+$20K	0.07%	130
2026 Q1	$261K	Buy	2,733 +7	+0.3%	+$693	0.07%	131
2025 Q4	$259K	Buy	2,726 +54	+2%	+$5.09K	0.07%	128
2025 Q3	$248K	Buy	2,672 +6	+0.2%	+$543	0.07%	124
2025 Q2	$238K	Buy	2,666 +46	+2%	+$3.92K	0.07%	121
2025 Q1	$214K	Buy	+2,620	New	+$211K	0.07%	124
2024 Q4	–	Sell	-2,383	Closed	-$201K	–	127
2024 Q3	$201K	Buy	+2,383	New	+$193K	0.07%	118
2022 Q3	–	Sell	-2,276	Closed	-$143K	–	151
2022 Q2	$143K	Buy	+2,276	New	+$155K	0.07%	149

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

CWS Financial Advisors's ESGD Position: Q2 2026 in Review

CWS Financial Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 7.2% in Q2 2026, buying an estimated $20K and bringing the position to 2,930 shares worth $301K. The position accounts for 0.07% of the portfolio, ranked #130.

CWS Financial Advisors first reported a position in ESGD in Q2 2022 and has held it in 8 quarters since. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

CWS Financial Advisors held 2,930 shares of iShares ESG Aware MSCI EAFE ETF worth $301K as of Q2 2026.
CWS Financial Advisors bought 197 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $20K.
iShares ESG Aware MSCI EAFE ETF made up 0.07% of CWS Financial Advisors's portfolio in Q2 2026, its #130 holding.
CWS Financial Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2022 and has held it in 8 quarters since.
757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

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