EWA
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Emergent Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Emergent Wealth Advisors’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 		$216K Sell
2,101
-116
-5% -$11.8K 0.11% 114
2026
Q1 		$212K Sell
2,217
-61
-3% -$6.04K 0.13% 119
2025
Q4 		$217K Buy
2,278
+6
+0.3% +$566 0.12% 129
2025
Q3 		$211K Buy
+2,272
New +$206K 0.12% 117

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

Emergent Wealth Advisors's ESGD Position: Q2 2026 in Review

Emergent Wealth Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 5.2% in Q2 2026, selling an estimated $11.8K and leaving 2,101 shares worth $216K. The position accounts for 0.11% of the portfolio, ranked #114.

Emergent Wealth Advisors first reported a position in ESGD in Q3 2025 and has held it in 4 quarters since. The position peaked at $217K in Q4 2025. 753 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Emergent Wealth Advisors held 2,101 shares of iShares ESG Aware MSCI EAFE ETF worth $216K as of Q2 2026.
  • Emergent Wealth Advisors sold 116 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $11.8K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.11% of Emergent Wealth Advisors's portfolio in Q2 2026, its #114 holding.
  • Emergent Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2025 and has held it in 4 quarters since.
  • Emergent Wealth Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $217K in Q4 2025.
  • 753 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.