EI
ESGD icon

eCIO Inc’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

eCIO Inc’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 		$4.08M Buy
39,656
+910
+2% +$92.4K 1.15% 18
2026
Q1 		$3.7M Buy
38,746
+9,919
+34% +$981K 1.63% 14
2025
Q4 		$2.74M Buy
28,827
+169
+0.6% +$15.9K 1.28% 17
2025
Q3 		$2.66M Buy
28,658
+4,146
+17% +$375K 0.99% 19
2025
Q2 		$2.19M Buy
24,512
+9,977
+69% +$851K 0.92% 18
2025
Q1 		$1.19M Buy
+14,535
New +$1.17M 0.4% 36

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

eCIO Inc's ESGD Position: Q2 2026 in Review

eCIO Inc increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2.3% in Q2 2026, buying an estimated $92.4K and bringing the position to 39,656 shares worth $4.08M. The position accounts for 1.15% of the portfolio, ranked #18.

eCIO Inc first reported a position in ESGD in Q1 2025 and has held it in 6 quarters since. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • eCIO Inc held 39,656 shares of iShares ESG Aware MSCI EAFE ETF worth $4.08M as of Q2 2026.
  • eCIO Inc bought 910 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $92.4K.
  • iShares ESG Aware MSCI EAFE ETF made up 1.15% of eCIO Inc's portfolio in Q2 2026, its #18 holding.
  • eCIO Inc first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
  • 757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on eCIO Inc's 13F filing for Q2 2026, filed 27 Jul 2026.