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Dorsey & Whitney Trust’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Dorsey & Whitney 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 		$3.6M Sell
35,002
-2,000
-5% -$203K 0.18% 123
2026
Q1 		$3.54M Hold
37,002
– – 0.19% 117
2025
Q4 		$3.52M Hold
37,002
– – 0.19% 118
2025
Q3 		$3.44M Hold
37,002
– – 0.18% 115
2025
Q2 		$3.3M Buy
37,002
+4,000
+12% +$341K 0.17% 117
2025
Q1 		$2.7M Buy
33,002
+4,000
+14% +$323K 0.16% 130
2024
Q4 		$2.21M Sell
29,002
-3,500
-11% -$278K 0.12% 154
2024
Q3 		$2.74M Buy
32,502
+2,500
+8% +$202K 0.15% 130
2024
Q2 		$2.36M Buy
30,002
+3,800
+15% +$302K 0.16% 120
2024
Q1 		$2.09M Buy
26,202
+5,200
+25% +$398K 0.14% 126
2023
Q4 		$1.59M Sell
21,002
-500
-2% -$35.4K 0.12% 159
2023
Q3 		$1.49M Hold
21,502
– – 0.13% 146
2023
Q2 		$1.57M Hold
21,502
– – 0.13% 153
2023
Q1 		$1.54M Buy
21,502
+5,000
+30% +$351K 0.14% 147
2022
Q4 		$1.08M Buy
16,502
+834
+5% +$52.4K 0.11% 180
2022
Q3 		$879K Hold
15,668
– – 0.09% 195
2022
Q2 		$984K Hold
15,668
– – 0.1% 186
2022
Q1 		$1.16M Buy
15,668
+327
+2% +$24.6K 0.1% 176
2021
Q4 		$1.22M Hold
15,341
– – 0.1% 176
2021
Q3 		$1.2M Hold
15,341
– – 0.11% 165
2021
Q2 		$1.21M Buy
15,341
+2,000
+15% +$159K 0.12% 165
2021
Q1 		$1.01M Buy
13,341
+2,000
+18% +$151K 0.1% 190
2020
Q4 		$828K Hold
11,341
– – 0.1% 181
2020
Q3 		$720K Buy
11,341
+1,000
+10% +$63.8K 0.1% 183
2020
Q2 		$627K Buy
10,341
+3,246
+46% +$186K 0.09% 200
2020
Q1 		$377K Buy
7,095
+1,800
+34% +$113K 0.06% 238
2019
Q4 		$364K Hold
5,295
– – 0.05% 290
2019
Q3 		$340K Hold
5,295
– – 0.05% 281
2019
Q2 		$341K Hold
5,295
– – 0.05% 268
2019
Q1 		$335K Buy
+5,295
New +$325K 0.05% 262

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dorsey & Whitney Trust's ESGD Position: Q2 2026 in Review

Dorsey & Whitney Trust reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 5.4% in Q2 2026, selling an estimated $203K and leaving 35,002 shares worth $3.6M. The position accounts for 0.18% of the portfolio, ranked #123.

Dorsey & Whitney Trust first reported a position in ESGD in Q1 2019 and has held it in 30 quarters since. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Dorsey & Whitney Trust held 35,002 shares of iShares ESG Aware MSCI EAFE ETF worth $3.6M as of Q2 2026.
  • Dorsey & Whitney Trust sold 2,000 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $203K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.18% of Dorsey & Whitney Trust's portfolio in Q2 2026, its #123 holding.
  • Dorsey & Whitney Trust first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2019 and has held it in 30 quarters since.
  • 757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2026, filed 14 Aug 2026.