Financial Planning Fort Collins’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Financial Planning Fort Collins’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	$961K	Buy	9,325 +167	+2%	+$17K	0.73%	20
2026 Q1	$920K	Buy	9,158 +893	+11%	+$88.4K	0.69%	21
2025 Q4	$786K	Buy	+8,265	New	+$779K	0.69%	19

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 Planning Fort Collins's ESGD Position: Q2 2026 in Review

Financial Planning Fort Collins increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.8% in Q2 2026, buying an estimated $17K and bringing the position to 9,325 shares worth $961K. The position accounts for 0.73% of the portfolio, ranked #20.

Financial Planning Fort Collins first reported a position in ESGD in Q4 2025 and has held it in 3 quarters since. 755 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Financial Planning Fort Collins held 9,325 shares of iShares ESG Aware MSCI EAFE ETF worth $961K as of Q2 2026.
Financial Planning Fort Collins bought 167 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $17K.
iShares ESG Aware MSCI EAFE ETF made up 0.73% of Financial Planning Fort Collins's portfolio in Q2 2026, its #20 holding.
Financial Planning Fort Collins first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
755 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Financial Planning Fort Collins's 13F filing for Q2 2026, filed 10 Jul 2026.