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

Diversified Trust’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 		$2.86M Buy
27,792
+1,075
+4% +$109K 0.05% 204
2026
Q1 		$2.55M Sell
26,717
-105
-0.4% -$10.4K 0.05% 210
2025
Q4 		$2.55M Sell
26,822
-2,000
-7% -$189K 0.05% 213
2025
Q3 		$2.68M Sell
28,822
-160
-0.6% -$14.5K 0.05% 200
2025
Q2 		$2.59M Buy
28,982
+257
+0.9% +$21.9K 0.06% 189
2025
Q1 		$2.35M Buy
28,725
+1,412
+5% +$114K 0.06% 190
2024
Q4 		$2.08M Buy
27,313
+3,882
+17% +$309K 0.05% 221
2024
Q3 		$1.97M Sell
23,431
-200
-0.8% -$16.2K 0.05% 233
2024
Q2 		$1.86M Sell
23,631
-195
-0.8% -$15.5K 0.05% 219
2024
Q1 		$1.9M Buy
23,826
+18
+0.1% +$1.38K 0.06% 204
2023
Q4 		$1.8M Sell
23,808
-185
-0.8% -$13.1K 0.06% 189
2023
Q3 		$1.66M Sell
23,993
-115
-0.5% -$8.28K 0.06% 174
2023
Q2 		$1.76M Sell
24,108
-125
-0.5% -$9.12K 0.06% 169
2023
Q1 		$1.74M Sell
24,233
-1,015
-4% -$71.2K 0.07% 166
2022
Q4 		$1.66M Sell
25,248
-992
-4% -$62.3K 0.07% 156
2022
Q3 		$1.47M Buy
26,240
+9,255
+54% +$580K 0.07% 150
2022
Q2 		$1.07M Sell
16,985
-7,100
-29% -$485K 0.04% 208
2022
Q1 		$1.78M Sell
24,085
-320
-1% -$24.1K 0.06% 158
2021
Q4 		$1.94M Buy
24,405
+2,795
+13% +$223K 0.06% 149
2021
Q3 		$1.69M Buy
21,610
+3,895
+22% +$313K 0.06% 156
2021
Q2 		$1.4M Buy
17,715
+10,350
+141% +$824K 0.05% 188
2021
Q1 		$559K Buy
7,365
+2,565
+53% +$193K 0.02% 340
2020
Q4 		$351K Buy
+4,800
New +$328K 0.01% 455

Other funds holding ESGD

BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Diversified Trust's ESGD Position: Q2 2026 in Review

Diversified Trust increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 4% in Q2 2026, buying an estimated $109K and bringing the position to 27,792 shares worth $2.86M. The position accounts for 0.05% of the portfolio, ranked #204.

Diversified Trust first reported a position in ESGD in Q4 2020 and has held it in 23 quarters since. 158 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Diversified Trust held 27,792 shares of iShares ESG Aware MSCI EAFE ETF worth $2.86M as of Q2 2026.
  • Diversified Trust bought 1,075 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $109K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.05% of Diversified Trust's portfolio in Q2 2026, its #204 holding.
  • Diversified Trust first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • 158 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.