Financial Engines Advisors
ESGD icon

Financial Engines Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Financial Engines 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 		$16.9M Sell
163,989
-115
-0.1% -$11.7K 0.03% 89
2026
Q1 		$15.7M Buy
164,104
+4,414
+3% +$437K 0.03% 87
2025
Q4 		$15.2M Buy
159,690
+11,159
+8% +$1.05M 0.03% 92
2025
Q3 		$13.8M Buy
148,531
+7,293
+5% +$660K 0.03% 94
2025
Q2 		$12.6M Sell
141,238
-21,749
-13% -$1.85M 0.03% 94
2025
Q1 		$13.3M Sell
162,987
-1,566
-1% -$126K 0.03% 85
2024
Q4 		$12.5M Buy
164,553
+4,773
+3% +$380K 0.03% 91
2024
Q3 		$13.4M Sell
159,780
-2,987
-2% -$241K 0.03% 80
2024
Q2 		$12.8M Buy
162,767
+10,236
+7% +$813K 0.03% 81
2024
Q1 		$12.2M Buy
152,531
+20,833
+16% +$1.6M 0.03% 78
2023
Q4 		$9.95M Buy
131,698
+19,878
+18% +$1.41M 0.02% 79
2023
Q3 		$7.73M Buy
111,820
+11,687
+12% +$841K 0.02% 75
2023
Q2 		$7.3M Buy
100,133
+13,201
+15% +$963K 0.02% 81
2023
Q1 		$6.25M Buy
86,932
+33,454
+63% +$2.35M 0.02% 86
2022
Q4 		$3.52M Buy
53,478
+9,440
+21% +$593K 0.01% 104
2022
Q3 		$2.47M Buy
44,038
+8,646
+24% +$542K 0.01% 111
2022
Q2 		$2.22M Buy
35,392
+5,175
+17% +$353K 0.01% 116
2022
Q1 		$2.23M Buy
30,217
+22,368
+285% +$1.68M 0.01% 114
2021
Q4 		$625K Buy
7,849
+2,759
+54% +$220K ﹤0.01% 140
2021
Q3 		$398K Buy
+5,090
New +$409K ﹤0.01% 191

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

Financial Engines Advisors's ESGD Position: Q2 2026 in Review

Financial Engines Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.07% in Q2 2026, selling an estimated $11.7K and leaving 163,989 shares worth $16.9M. The position accounts for 0.03% of the portfolio, ranked #89.

Financial Engines Advisors first reported a position in ESGD in Q3 2021 and has held it in 20 quarters since. 760 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Financial Engines Advisors held 163,989 shares of iShares ESG Aware MSCI EAFE ETF worth $16.9M as of Q2 2026.
  • Financial Engines Advisors sold 115 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $11.7K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.03% of Financial Engines Advisors's portfolio in Q2 2026, its #89 holding.
  • Financial Engines Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2021 and has held it in 20 quarters since.
  • 760 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.