Diversify Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Diversify Wealth Management’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	$853K	Sell	8,275 -854	-9%	-$86.8K	0.01%	693
2026 Q1	$901K	Buy	9,129 +6,611	+263%	+$654K	0.02%	627
2025 Q4	$247K	Buy	+2,518	New	+$237K	0.01%	558

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

Diversify Wealth Management's ESGD Position: Q2 2026 in Review

Diversify Wealth Management reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 9.4% in Q2 2026, selling an estimated $86.8K and leaving 8,275 shares worth $853K. The position accounts for 0.01% of the portfolio, ranked #693.

Diversify Wealth Management first reported a position in ESGD in Q4 2025 and has held it in 3 quarters since. The position peaked at $901K in Q1 2026. 760 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Diversify Wealth Management held 8,275 shares of iShares ESG Aware MSCI EAFE ETF worth $853K as of Q2 2026.
Diversify Wealth Management sold 854 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $86.8K.
iShares ESG Aware MSCI EAFE ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #693 holding.
Diversify Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
Diversify Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $901K in Q1 2026.
760 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.