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Eaton Financial Holdings’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Eaton Financial Holdings’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 		$213K Buy
+2,072
New +$210K 0.06% 126
2026
Q1 		– Sell
-2,121
Closed -$202K – 131
2025
Q4 		$202K Buy
+2,121
New +$200K 0.05% 130

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

Eaton Financial Holdings's ESGD Position: Q2 2026 in Review

Eaton Financial Holdings opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026: 2,072 shares worth $213K. The stake represents 0.06% of the portfolio and ranks #126 among its holdings. This is a return to the name: Eaton Financial Holdings previously reported a position in ESGD as recently as Q4 2025.

Eaton Financial Holdings first reported a position in ESGD in Q4 2025 and has held it in 2 quarters since. 760 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Eaton Financial Holdings held 2,072 shares of iShares ESG Aware MSCI EAFE ETF worth $213K as of Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF was a new Eaton Financial Holdings position in Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 0.06% of Eaton Financial Holdings's portfolio in Q2 2026, its #126 holding.
  • Eaton Financial Holdings first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2025 and has held it in 2 quarters since.
  • 760 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Eaton Financial Holdings's 13F filing for Q2 2026, filed 5 Aug 2026.