D.J. St. Germain’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

D.J. St. Germain’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	–	Sell	-82	Closed	-$7.84K	–	930
2026 Q1	$7.84K	Buy	+82	New	+$8.11K	﹤0.01%	696
2024 Q1	–	Sell	-16	Closed	-$1.21K	–	798
2023 Q4	$1.21K	Hold	16	–	–	﹤0.01%	716
2023 Q3	$1.11K	Buy	+16	New	+$1.15K	﹤0.01%	688

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

D.J. St. Germain's ESGD Position: Q2 2026 in Review

D.J. St. Germain sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026, closing a stake of 82 shares — an estimated $7.84K sold.

D.J. St. Germain first reported a position in ESGD in Q3 2023 and held it in 3 quarters. The position peaked at $7.84K in Q1 2026. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

D.J. St. Germain reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
D.J. St. Germain sold 82 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $7.84K.
D.J. St. Germain first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2023 and held it in 3 quarters.
D.J. St. Germain's iShares ESG Aware MSCI EAFE ETF position peaked at $7.84K in Q1 2026.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.