Diversified Enterprises’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Diversified Enterprises’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	$1.16M	Buy	11,291 +76	+0.7%	+$7.72K	0.06%	143
2026 Q1	$1.07M	Buy	11,215 +25	+0.2%	+$2.47K	0.06%	147
2025 Q4	$1.06M	Buy	11,190 +1	+0%	+$94	0.06%	127
2025 Q3	$1.04M	Sell	11,189 -52	-0.5%	-$4.71K	0.07%	98
2025 Q2	$1M	Buy	11,241 +396	+4%	+$33.8K	0.07%	97
2025 Q1	$886K	Buy	10,845 +1,502	+16%	+$121K	0.07%	101
2024 Q4	$711K	Sell	9,343 -5,700	-38%	-$454K	0.07%	102
2024 Q3	$1.27M	Buy	+15,043	New	+$1.22M	0.14%	65

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

Diversified Enterprises's ESGD Position: Q2 2026 in Review

Diversified Enterprises increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.68% in Q2 2026, buying an estimated $7.72K and bringing the position to 11,291 shares worth $1.16M. The position accounts for 0.06% of the portfolio, ranked #143.

Diversified Enterprises first reported a position in ESGD in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.27M in Q3 2024. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Diversified Enterprises held 11,291 shares of iShares ESG Aware MSCI EAFE ETF worth $1.16M as of Q2 2026.
Diversified Enterprises bought 76 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $7.72K.
iShares ESG Aware MSCI EAFE ETF made up 0.06% of Diversified Enterprises's portfolio in Q2 2026, its #143 holding.
Diversified Enterprises first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2024 and has held it in 8 quarters since.
Diversified Enterprises's iShares ESG Aware MSCI EAFE ETF position peaked at $1.27M in Q3 2024.
757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.