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

ETF Portfolio Partners’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	$228K	Buy	2,214 +6	+0.3%	+$610	0.05%	59
2026 Q1	$211K	Buy	2,208 +12	+0.5%	+$1.19K	0.06%	61
2025 Q4	$209K	Buy	2,196 +14	+0.6%	+$1.32K	0.05%	62
2025 Q3	$203K	Buy	+2,182	New	+$197K	0.05%	65
2024 Q2	–	Sell	-3,640	Closed	-$291K	–	55
2024 Q1	$291K	Buy	3,640 +41	+1%	+$3.14K	0.09%	44
2023 Q4	$272K	Buy	3,599 +15	+0.4%	+$1.06K	0.09%	41
2023 Q3	$248K	Buy	3,584 +272	+8%	+$19.6K	0.09%	41
2023 Q2	$242K	Sell	3,312 -645	-16%	-$47K	0.09%	41
2023 Q1	$284K	Buy	3,957 +18	+0.5%	+$1.26K	0.11%	41
2022 Q4	$259K	Buy	3,939 +25	+0.6%	+$1.57K	0.11%	44
2022 Q3	$220K	Buy	3,914 +130	+3%	+$8.15K	0.1%	46
2022 Q2	$237K	Buy	3,784 +11	+0.3%	+$751	0.1%	46
2022 Q1	$278K	Buy	+3,773	New	+$284K	0.1%	41

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

ETF Portfolio Partners's ESGD Position: Q2 2026 in Review

ETF Portfolio Partners increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.27% in Q2 2026, buying an estimated $610 and bringing the position to 2,214 shares worth $228K. The position accounts for 0.05% of the portfolio, ranked #59.

ETF Portfolio Partners first reported a position in ESGD in Q1 2022 and has held it in 13 quarters since. The position peaked at $291K in Q1 2024. 755 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

ETF Portfolio Partners held 2,214 shares of iShares ESG Aware MSCI EAFE ETF worth $228K as of Q2 2026.
ETF Portfolio Partners bought 6 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $610.
iShares ESG Aware MSCI EAFE ETF made up 0.05% of ETF Portfolio Partners's portfolio in Q2 2026, its #59 holding.
ETF Portfolio Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2022 and has held it in 13 quarters since.
ETF Portfolio Partners's iShares ESG Aware MSCI EAFE ETF position peaked at $291K in Q1 2024.
755 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on ETF Portfolio Partners's 13F filing for Q2 2026, filed 13 Jul 2026.