EWM
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Evolution Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Evolution Wealth Management’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 		$82.1K Hold
799
– – 0.05% 234
2026
Q1 		$76.4K Buy
+799
New +$79.1K 0.06% 207

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

Evolution Wealth Management's ESGD Position: Q2 2026 in Review

Evolution Wealth Management held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 799 shares worth $82.1K. The position accounts for 0.05% of the portfolio, ranked #234.

Evolution Wealth Management first reported a position in ESGD in Q1 2026 and has held it in 2 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Evolution Wealth Management held 799 shares of iShares ESG Aware MSCI EAFE ETF worth $82.1K as of Q2 2026.
  • Evolution Wealth Management left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 0.05% of Evolution Wealth Management's portfolio in Q2 2026, its #234 holding.
  • Evolution Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2026 and has held it in 2 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.