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

FAS Wealth 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 		$56.7K Buy
551
+21
+4% +$2.13K ﹤0.01% 411
2026
Q1 		$50.7K Sell
530
-19
-3% -$1.88K ﹤0.01% 395
2025
Q4 		$52.2K Sell
549
-20
-4% -$1.89K ﹤0.01% 391
2025
Q3 		$52.9K Sell
569
-10
-2% -$905 ﹤0.01% 371
2025
Q2 		$51.6K Buy
579
+11
+2% +$938 ﹤0.01% 368
2025
Q1 		$46.4K Sell
568
-69
-11% -$5.57K ﹤0.01% 342
2024
Q4 		$48.5K Buy
637
+34
+6% +$2.71K ﹤0.01% 351
2024
Q3 		$50.8K Buy
603
+67
+13% +$5.41K ﹤0.01% 353
2024
Q2 		$42.2K Buy
536
+10
+2% +$794 ﹤0.01% 349
2024
Q1 		$42.1K Sell
526
-61
-10% -$4.67K ﹤0.01% 358
2023
Q4 		$44.4K Buy
587
+103
+21% +$7.29K ﹤0.01% 341
2023
Q3 		$33.5K Hold
484
– – ﹤0.01% 347
2023
Q2 		$35.3K Sell
484
-4
-0.8% -$292 ﹤0.01% 325
2023
Q1 		$35.1K Sell
488
-23
-5% -$1.61K ﹤0.01% 348
2022
Q4 		$33.6K Sell
511
-107
-17% -$6.72K ﹤0.01% 343
2022
Q3 		$35K Buy
618
+221
+56% +$13.9K ﹤0.01% 328
2022
Q2 		$25K Buy
397
+11
+3% +$751 ﹤0.01% 345
2022
Q1 		$28K Hold
386
– – ﹤0.01% 348
2021
Q4 		$31K Sell
386
-38
-9% -$3.03K ﹤0.01% 352
2021
Q3 		$33K Hold
424
– – ﹤0.01% 349
2021
Q2 		$33K Buy
424
+201
+90% +$16K ﹤0.01% 334
2021
Q1 		$17K Buy
223
+13
+6% +$979 ﹤0.01% 327
2020
Q4 		$15K Buy
210
+5
+2% +$341 ﹤0.01% 318
2020
Q3 		$13K Buy
205
+9
+5% +$575 ﹤0.01% 297
2020
Q2 		$12K Sell
196
-77
-28% -$4.42K ﹤0.01% 287
2020
Q1 		$15K Buy
273
+7
+3% +$440 ﹤0.01% 269
2019
Q4 		$18K Buy
+266
New +$17.7K ﹤0.01% 258

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

FAS Wealth Partners's ESGD Position: Q2 2026 in Review

FAS Wealth Partners increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 4% in Q2 2026, buying an estimated $2.13K and bringing the position to 551 shares worth $56.7K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

FAS Wealth Partners first reported a position in ESGD in Q4 2019 and has held it in 27 quarters since. 759 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • FAS Wealth Partners held 551 shares of iShares ESG Aware MSCI EAFE ETF worth $56.7K as of Q2 2026.
  • FAS Wealth Partners bought 21 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $2.13K.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of FAS Wealth Partners's portfolio in Q2 2026, its #411 holding.
  • FAS Wealth Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
  • 759 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.