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Fifth Third Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Fifth Third 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 		$232K Buy
2,252
+7
+0.3% +$711 0.01% 852
2026
Q1 		$215K Sell
2,245
-303
-12% -$30K 0.01% 762
2025
Q4 		$242K Buy
2,548
+393
+18% +$37K 0.01% 671
2025
Q3 		$200K Buy
+2,155
New +$195K 0.01% 748

Other funds holding ESGD

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Fifth Third Wealth Advisors's ESGD Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.31% in Q2 2026, buying an estimated $711 and bringing the position to 2,252 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #852.

Fifth Third Wealth Advisors first reported a position in ESGD in Q3 2025 and has held it in 4 quarters since. The position peaked at $242K in Q4 2025. 188 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Fifth Third Wealth Advisors held 2,252 shares of iShares ESG Aware MSCI EAFE ETF worth $232K as of Q2 2026.
  • Fifth Third Wealth Advisors bought 7 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $711.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #852 holding.
  • Fifth Third Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2025 and has held it in 4 quarters since.
  • Fifth Third Wealth Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $242K in Q4 2025.
  • 188 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.