Evolution Advisers’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Evolution Advisers’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	$66K	Hold	650	–	–	0.02%	95
2026 Q1	$62K	Hold	650	–	–	0.03%	85
2025 Q4	$61K	Hold	650	–	–	0.03%	86
2025 Q3	$60K	Hold	650	–	–	0.03%	85
2025 Q2	$57K	Hold	650	–	–	0.03%	86
2025 Q1	$53K	Hold	650	–	–	0.03%	87
2024 Q4	$49K	Hold	650	–	–	0.03%	91
2024 Q3	$54K	Hold	650	–	–	0.03%	86
2024 Q2	$51K	Hold	650	–	–	0.03%	87
2024 Q1	$52K	Hold	650	–	–	0.03%	88
2023 Q4	$48K	Buy	+650	New	+$46K	0.03%	86

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

Evolution Advisers's ESGD Position: Q2 2026 in Review

Evolution Advisers held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 650 shares worth $66K. The position accounts for 0.02% of the portfolio, ranked #95.

Evolution Advisers first reported a position in ESGD in Q4 2023 and has held it in 11 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Evolution Advisers held 650 shares of iShares ESG Aware MSCI EAFE ETF worth $66K as of Q2 2026.
Evolution Advisers left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.02% of Evolution Advisers's portfolio in Q2 2026, its #95 holding.
Evolution Advisers first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Evolution Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.