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

Elmwood 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 		$258K Sell
2,514
-335
-12% -$34K 0.06% 174
2026
Q1 		$272K Buy
+2,849
New +$282K 0.08% 162

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

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

Elmwood Wealth Management reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 12% in Q2 2026, selling an estimated $34K and leaving 2,514 shares worth $258K. The position accounts for 0.06% of the portfolio, ranked #174.

Elmwood Wealth Management first reported a position in ESGD in Q1 2026 and has held it in 2 quarters since. The position peaked at $272K in Q1 2026. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Elmwood Wealth Management held 2,514 shares of iShares ESG Aware MSCI EAFE ETF worth $258K as of Q2 2026.
  • Elmwood Wealth Management sold 335 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $34K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.06% of Elmwood Wealth Management's portfolio in Q2 2026, its #174 holding.
  • Elmwood Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2026 and has held it in 2 quarters since.
  • Elmwood Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $272K in Q1 2026.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.