Equita Financial Network’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Equita Financial Network’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	$640K	Sell	6,223 -100	-2%	-$10.2K	0.18%	52
2026 Q1	$605K	Sell	6,323 -4	-0.1%	-$396	0.19%	53
2025 Q4	$602K	Sell	6,327 -446	-7%	-$42K	0.18%	57
2025 Q3	$630K	Buy	6,773 +71	+1%	+$6.42K	0.21%	54
2025 Q2	$598K	Sell	6,702 -696	-9%	-$59.3K	0.24%	49
2025 Q1	$604K	Sell	7,398 -661	-8%	-$53.3K	0.21%	55
2024 Q4	$614K	Sell	8,059 -11	-0.1%	-$875	0.22%	51
2024 Q3	$679K	Sell	8,070 -1,732	-18%	-$140K	0.25%	50
2024 Q2	$772K	Sell	9,802 -1,641	-14%	-$130K	0.32%	44
2024 Q1	$914K	Sell	11,443 -1,390	-11%	-$106K	0.41%	41
2023 Q4	$969K	Hold	12,833	–	–	0.52%	38
2023 Q3	$887K	Buy	+12,833	New	+$924K	0.55%	34

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

Equita Financial Network's ESGD Position: Q2 2026 in Review

Equita Financial Network reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.6% in Q2 2026, selling an estimated $10.2K and leaving 6,223 shares worth $640K. The position accounts for 0.18% of the portfolio, ranked #52.

Equita Financial Network first reported a position in ESGD in Q3 2023 and has held it in 12 quarters since. The position peaked at $969K in Q4 2023. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Equita Financial Network held 6,223 shares of iShares ESG Aware MSCI EAFE ETF worth $640K as of Q2 2026.
Equita Financial Network sold 100 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $10.2K.
iShares ESG Aware MSCI EAFE ETF made up 0.18% of Equita Financial Network's portfolio in Q2 2026, its #52 holding.
Equita Financial Network first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2023 and has held it in 12 quarters since.
Equita Financial Network's iShares ESG Aware MSCI EAFE ETF position peaked at $969K in Q4 2023.
757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Equita Financial Network's 13F filing for Q2 2026, filed 29 Jul 2026.