Empower Advisory Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Empower Advisory Group’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	$558M	Sell	5,431,650 -42,377	-0.8%	-$4.31M	1.33%	16
2026 Q1	$523M	Sell	5,474,027 -1,088,415	-17%	-$108M	1.36%	17
2025 Q4	$624M	Buy	6,562,442 +947,532	+17%	+$89.3M	1.69%	14
2025 Q3	$522M	Sell	5,614,910 -34,153	-0.6%	-$3.09M	1.45%	17
2025 Q2	$504M	Sell	5,649,063 -209,162	-4%	-$17.8M	1.51%	14
2025 Q1	$479M	Sell	5,858,225 -105,384	-2%	-$8.5M	1.56%	14
2024 Q4	$454M	Buy	5,963,609 +271,626	+5%	+$21.6M	1.53%	16
2024 Q3	$479M	Sell	5,691,983 -22,149	-0.4%	-$1.79M	1.62%	14
2024 Q2	$450M	Sell	5,714,132 -97,833	-2%	-$7.77M	1.67%	14
2024 Q1	$464M	Sell	5,811,965 -187,796	-3%	-$14.4M	1.74%	14
2023 Q4	$453M	Sell	5,999,761 -236,923	-4%	-$16.8M	1.78%	14
2023 Q3	$431M	Sell	6,236,684 -32,316	-0.5%	-$2.33M	1.91%	12
2023 Q2	$457M	Sell	6,269,000 -56,518	-0.9%	-$4.12M	1.97%	12
2023 Q1	$458M	Buy	+6,325,518	New	+$444M	2.06%	12

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Empower Advisory Group's ESGD Position: Q2 2026 in Review

Empower Advisory Group reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.77% in Q2 2026, selling an estimated $4.31M and leaving 5,431,650 shares worth $558M. The position accounts for 1.33% of the portfolio, ranked #16.

Empower Advisory Group first reported a position in ESGD in Q1 2023 and has held it in 14 quarters since. The position peaked at $624M in Q4 2025. 756 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Empower Advisory Group held 5,431,650 shares of iShares ESG Aware MSCI EAFE ETF worth $558M as of Q2 2026.
Empower Advisory Group sold 42,377 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $4.31M.
iShares ESG Aware MSCI EAFE ETF made up 1.33% of Empower Advisory Group's portfolio in Q2 2026, its #16 holding.
Empower Advisory Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2023 and has held it in 14 quarters since.
Empower Advisory Group's iShares ESG Aware MSCI EAFE ETF position peaked at $624M in Q4 2025.
756 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.