Ferguson Wellman Capital Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Ferguson Wellman Capital 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	$2.83M	Buy	27,564 +751	+3%	+$76.3K	0.03%	157
2026 Q1	$2.56M	Buy	+26,813	New	+$2.65M	0.04%	153
2021 Q1	–	Sell	-8,668	Closed	-$633K	–	352
2020 Q4	$633K	Buy	8,668 +1,300	+18%	+$88.8K	0.02%	259
2020 Q3	$468K	Buy	7,368 +970	+15%	+$61.9K	0.01%	266
2020 Q2	$388K	Buy	6,398 +35	+0.6%	+$2.01K	0.01%	274
2020 Q1	$338K	Buy	6,363 +830	+15%	+$52.2K	0.01%	263
2019 Q4	$380K	Sell	5,533 -1,190	-18%	-$79.3K	0.01%	283
2019 Q3	$431K	Buy	6,723 +465	+7%	+$29.4K	0.01%	276
2019 Q2	$402K	Buy	6,258 +950	+18%	+$60.7K	0.01%	267
2019 Q1	$335K	Buy	5,308 +1,419	+36%	+$87.1K	0.01%	280
2018 Q4	$223K	Buy	+3,889	New	+$236K	0.01%	313

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

Ferguson Wellman Capital Management's ESGD Position: Q2 2026 in Review

Ferguson Wellman Capital Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2.8% in Q2 2026, buying an estimated $76.3K and bringing the position to 27,564 shares worth $2.83M. The position accounts for 0.03% of the portfolio, ranked #157.

Ferguson Wellman Capital Management first reported a position in ESGD in Q4 2018 and has held it in 11 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Ferguson Wellman Capital Management held 27,564 shares of iShares ESG Aware MSCI EAFE ETF worth $2.83M as of Q2 2026.
Ferguson Wellman Capital Management bought 751 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $76.3K.
iShares ESG Aware MSCI EAFE ETF made up 0.03% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #157 holding.
Ferguson Wellman Capital Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2018 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 Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.