FGC
ESGD icon

Financial Gravity Companies’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Financial Gravity Companies’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 		$79.4K Buy
+772
New +$78.4K 0.01% 251
2025
Q2 		$70.8K Buy
+794
New +$67.7K 0.01% 260
2024
Q4 		$61K Sell
801
-20
-2% -$1.59K 0.01% 261
2024
Q3 		$69.1K Buy
+821
New +$66.3K 0.02% 160

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 Gravity Companies's ESGD Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026: 772 shares worth $79.4K. The stake represents 0.01% of the portfolio and ranks #251 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in ESGD as recently as Q2 2025.

Financial Gravity Companies first reported a position in ESGD in Q3 2024 and has held it in 4 quarters since. 760 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Financial Gravity Companies held 772 shares of iShares ESG Aware MSCI EAFE ETF worth $79.4K as of Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF was a new Financial Gravity Companies position in Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #251 holding.
  • Financial Gravity Companies first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2024 and has held it in 4 quarters since.
  • 760 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.