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

EverSource 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 		$171K Sell
1,666
-106
-6% -$10.8K 0.01% 1082
2026
Q1 		$169K Buy
1,772
+12
+0.7% +$1.19K 0.01% 1142
2025
Q4 		$167K Sell
1,760
-196
-10% -$18.5K 0.01% 1032
2025
Q3 		$182K Buy
1,956
+644
+49% +$58.3K 0.01% 957
2025
Q2 		$117K Sell
1,312
-222
-14% -$18.9K 0.01% 1115
2025
Q1 		$125K Hold
1,534
– – 0.01% 828
2024
Q4 		$117K Buy
1,534
+4
+0.3% +$318 0.01% 860
2024
Q3 		$129K Hold
1,530
– – 0.01% 709
2024
Q2 		$123K Sell
1,530
-2
-0.1% -$159 0.01% 720
2024
Q1 		$119K Buy
+1,532
New +$117K 0.01% 650
2023
Q4 		– Sell
-372
Closed -$25.7K – 2670
2023
Q3 		$25.7K Sell
372
-288
-44% -$20.7K ﹤0.01% 1038
2023
Q2 		$48.1K Hold
660
– – 0.01% 853
2023
Q1 		$47.4K Buy
660
+113
+21% +$7.93K 0.01% 810
2022
Q4 		$36K Sell
547
-1,471
-73% -$92.4K 0.01% 883
2022
Q3 		$113K Buy
2,018
+72
+4% +$4.51K 0.03% 399
2022
Q2 		$122K Buy
1,946
+142
+8% +$9.69K 0.03% 332
2022
Q1 		$133K Sell
1,804
-1,795
-50% -$135K 0.03% 295
2021
Q4 		$286K Buy
+3,599
New +$287K 0.08% 179

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

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

EverSource Wealth Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 6% in Q2 2026, selling an estimated $10.8K and leaving 1,666 shares worth $171K. The position accounts for 0.01% of the portfolio, ranked #1082.

EverSource Wealth Advisors first reported a position in ESGD in Q4 2021 and has held it in 18 quarters since. The position peaked at $286K in Q4 2021. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • EverSource Wealth Advisors held 1,666 shares of iShares ESG Aware MSCI EAFE ETF worth $171K as of Q2 2026.
  • EverSource Wealth Advisors sold 106 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $10.8K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1082 holding.
  • EverSource Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $286K in Q4 2021.
  • 757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.