Envestnet Portfolio Solutions’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Envestnet Portfolio Solutions’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	$7.87M	Sell	76,512 -50,495	-40%	-$5.13M	0.04%	258
2026 Q1	$12.1M	Sell	127,007 -4,294	-3%	-$425K	0.07%	170
2025 Q4	$12.5M	Sell	131,301 -20,369	-13%	-$1.92M	0.04%	211
2025 Q3	$14.1M	Buy	151,670 +53,763	+55%	+$4.86M	0.05%	187
2025 Q2	$8.74M	Buy	+97,907	New	+$8.35M	0.03%	253
2023 Q4	–	Sell	-279,613	Closed	-$19.3M	–	1549
2023 Q3	$19.3M	Buy	+279,613	New	+$20.1M	0.09%	108

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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

Envestnet Portfolio Solutions's ESGD Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 40% in Q2 2026, selling an estimated $5.13M and leaving 76,512 shares worth $7.87M. The position accounts for 0.04% of the portfolio, ranked #258.

Envestnet Portfolio Solutions first reported a position in ESGD in Q3 2023 and has held it in 6 quarters since. The position peaked at $19.3M in Q3 2023. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Envestnet Portfolio Solutions held 76,512 shares of iShares ESG Aware MSCI EAFE ETF worth $7.87M as of Q2 2026.
Envestnet Portfolio Solutions sold 50,495 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $5.13M.
iShares ESG Aware MSCI EAFE ETF made up 0.04% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #258 holding.
Envestnet Portfolio Solutions first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2023 and has held it in 6 quarters since.
Envestnet Portfolio Solutions's iShares ESG Aware MSCI EAFE ETF position peaked at $19.3M in Q3 2023.
757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.