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

EP 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 		$67.5M Buy
656,526
+37,479
+6% +$3.81M 0.26% 60
2026
Q1 		$59.2M Sell
619,047
-1,854
-0.3% -$183K 0.29% 57
2025
Q4 		$59M Buy
+620,901
New +$58.5M 0.31% 56
2025
Q2 		$50.7M Buy
568,174
+16,654
+3% +$1.42M 0.33% 61
2025
Q1 		$45.1M Sell
551,520
-2,242
-0.4% -$181K 0.36% 60
2024
Q4 		$42.2M Buy
553,762
+38,595
+7% +$3.07M 0.34% 62
2024
Q3 		$43.4M Buy
515,167
+17,717
+4% +$1.43M 0.37% 61
2024
Q2 		$39.2M Buy
497,450
+123,283
+33% +$9.79M 0.42% 61
2024
Q1 		$29.9M Sell
374,167
-9,403
-2% -$720K 0.35% 70
2023
Q4 		$29M Buy
383,570
+13,534
+4% +$958K 0.37% 67
2023
Q3 		$25.6M Buy
370,036
+229,197
+163% +$16.5M 0.4% 64
2023
Q2 		$23.9M Buy
140,839
+137,464
+4,073% +$10M 0.34% 64
2023
Q1 		$264K Sell
3,375
-309,673
-99% -$21.7M ﹤0.01% 515
2022
Q4 		$20.6M Sell
313,048
-94,595
-23% -$5.94M 0.37% 65
2022
Q3 		$22.9M Buy
407,643
+1,830
+0.5% +$115K 0.52% 51
2022
Q2 		$25.5M Sell
405,813
-13,796
-3% -$942K 0.57% 50
2022
Q1 		$30.9M Buy
419,609
+914
+0.2% +$68.8K 0.68% 40
2021
Q4 		$33.3M Buy
418,695
+36,952
+10% +$2.94M 0.79% 31
2021
Q3 		$29.9M Buy
381,743
+31,566
+9% +$2.53M 0.82% 30
2021
Q2 		$27.7M Buy
350,177
+25,549
+8% +$2.03M 0.77% 34
2021
Q1 		$24.6M Buy
324,628
+27,906
+9% +$2.1M 0.78% 33
2020
Q4 		$21.7M Buy
296,722
+11,416
+4% +$780K 0.76% 29
2020
Q3 		$18.1M Buy
285,306
+16,614
+6% +$1.06M 0.78% 28
2020
Q2 		$16.3M Buy
268,692
+99,614
+59% +$5.72M 0.7% 31
2020
Q1 		$8.99M Buy
169,078
+14,296
+9% +$900K 0.44% 46
2019
Q4 		$10.6M Buy
154,782
+2,987
+2% +$199K 0.44% 51
2019
Q3 		$9.73M Buy
151,795
+114,965
+312% +$7.27M 0.48% 51
2019
Q2 		$2.37M Buy
36,830
+22,755
+162% +$1.45M 0.15% 72
2019
Q1 		$889K Buy
14,075
+3,275
+30% +$201K 0.09% 123
2018
Q4 		$620K Buy
+10,800
New +$656K 0.05% 160

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

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

EP Wealth Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 6.1% in Q2 2026, buying an estimated $3.81M and bringing the position to 656,526 shares worth $67.5M. The position accounts for 0.26% of the portfolio, ranked #60.

EP Wealth Advisors first reported a position in ESGD in Q4 2018 and has held it in 30 quarters since. 756 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • EP Wealth Advisors held 656,526 shares of iShares ESG Aware MSCI EAFE ETF worth $67.5M as of Q2 2026.
  • EP Wealth Advisors bought 37,479 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $3.81M.
  • iShares ESG Aware MSCI EAFE ETF made up 0.26% of EP Wealth Advisors's portfolio in Q2 2026, its #60 holding.
  • EP Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2018 and has held it in 30 quarters since.
  • 756 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.