Evergreen Wealth Solutions’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Evergreen Wealth 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	$543K	Buy	5,035 +10	+0.2%	+$1.02K	0.03%	309
2026 Q1	$480K	Buy	+5,025	New	+$497K	0.03%	256
2024 Q2	–	Sell	-2,981	Closed	-$238K	–	124
2024 Q1	$238K	Sell	2,981 -408	-12%	-$31.3K	0.18%	105
2023 Q4	$256K	Buy	3,389 +303	+10%	+$21.5K	0.22%	98
2023 Q3	$213K	Buy	3,086 +63	+2%	+$4.54K	0.22%	95
2023 Q2	$220K	Sell	3,023 -647	-18%	-$47.2K	0.22%	95
2023 Q1	$264K	Sell	3,670 -870	-19%	-$61.1K	0.31%	83
2022 Q4	$298K	Buy	+4,540	New	+$285K	0.39%	70
2022 Q2	–	Sell	-3,150	Closed	-$232K	–	105
2022 Q1	$232K	Sell	3,150 -539	-15%	-$40.6K	0.23%	88
2021 Q4	$293K	Buy	+3,689	New	+$294K	0.27%	79

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

Evergreen Wealth Solutions's ESGD Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.2% in Q2 2026, buying an estimated $1.02K and bringing the position to 5,035 shares worth $543K. The position accounts for 0.03% of the portfolio, ranked #309.

Evergreen Wealth Solutions first reported a position in ESGD in Q4 2021 and has held it in 10 quarters since. 755 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Evergreen Wealth Solutions held 5,035 shares of iShares ESG Aware MSCI EAFE ETF worth $543K as of Q2 2026.
Evergreen Wealth Solutions bought 10 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $1.02K.
iShares ESG Aware MSCI EAFE ETF made up 0.03% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #309 holding.
Evergreen Wealth Solutions first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and has held it in 10 quarters since.
755 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.