Diversify Advisory Services’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$853K Buy
+8,275
New +$841K 0.01% 693
2026
Q1
Sell
-6,047
Closed -$596K 421
2025
Q4
$596K Buy
6,047
+150
+3% +$14.1K 0.02% 547
2025
Q3
$555K Buy
5,897
+273
+5% +$24.7K 0.02% 534
2025
Q2
$510K Buy
5,624
+1,982
+54% +$169K 0.02% 531
2025
Q1
$309K Sell
3,642
-94
-3% -$7.58K 0.02% 486
2024
Q4
$282K Buy
3,736
+289
+8% +$23K 0.02% 497
2024
Q3
$279K Buy
3,447
+518
+18% +$41.9K 0.02% 519
2024
Q2
$233K Sell
2,929
-806
-22% -$64K 0.01% 568
2024
Q1
$297K Buy
+3,735
New +$286K 0.02% 539

Other funds holding ESGD

Diversify Advisory Services's ESGD Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026: 8,275 shares worth $853K. The stake represents 0.01% of the portfolio and ranks #693 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in ESGD as recently as Q4 2025.

Diversify Advisory Services first reported a position in ESGD in Q1 2024 and has held it in 9 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Diversify Advisory Services held 8,275 shares of iShares ESG Aware MSCI EAFE ETF worth $853K as of Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF was a new Diversify Advisory Services position in Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #693 holding.
  • Diversify Advisory Services first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2024 and has held it in 9 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.