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EQ LLC’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

EQ LLC’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 		$203K Sell
1,973
-372
-16% -$37.8K 0.05% 85
2026
Q1 		$224K Buy
2,345
+178
+8% +$17.6K 0.06% 72
2025
Q4 		$206K Buy
+2,167
New +$204K 0.06% 76

Other funds holding ESGD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EQ LLC's ESGD Position: Q2 2026 in Review

EQ LLC reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 16% in Q2 2026, selling an estimated $37.8K and leaving 1,973 shares worth $203K. The position accounts for 0.05% of the portfolio, ranked #85.

EQ LLC first reported a position in ESGD in Q4 2025 and has held it in 3 quarters since. The position peaked at $224K in Q1 2026. 375 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • EQ LLC held 1,973 shares of iShares ESG Aware MSCI EAFE ETF worth $203K as of Q2 2026.
  • EQ LLC sold 372 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $37.8K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.05% of EQ LLC's portfolio in Q2 2026, its #85 holding.
  • EQ LLC first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • EQ LLC's iShares ESG Aware MSCI EAFE ETF position peaked at $224K in Q1 2026.
  • 375 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on EQ LLC's 13F filing for Q2 2026, filed 23 Jul 2026.