Financial Life Planners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Financial Life Planners’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	–	Sell	-1	Closed	-$101	–	355
2026 Q1	$101	Buy	+1	New	+$99	﹤0.01%	349
2025 Q4	–	Sell	-1	Closed	-$96	–	141
2025 Q3	$96	Buy	+1	New	+$90	﹤0.01%	345
2025 Q1	–	Sell	-1	Closed	-$77	–	179
2024 Q4	$77	Buy	+1	New	+$80	﹤0.01%	393

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

Financial Life Planners's ESGD Position: Q2 2026 in Review

Financial Life Planners sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026, closing a stake of 1 share — an estimated $101 sold.

Financial Life Planners first reported a position in ESGD in Q4 2024 and held it in 3 quarters. The position peaked at $101 in Q1 2026. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Financial Life Planners reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Financial Life Planners sold 1 iShares ESG Aware MSCI EAFE ETF share in Q2 2026, an estimated $101.
Financial Life Planners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2024 and held it in 3 quarters.
Financial Life Planners's iShares ESG Aware MSCI EAFE ETF position peaked at $101 in Q1 2026.
757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.