Focus Partners Wealth’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Focus Partners Wealth’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	$6.49M	Sell	63,116 -4,700	-7%	-$477K	0.01%	852
2026 Q1	$6.51M	Buy	67,816 +7,145	+12%	+$707K	0.01%	846
2025 Q4	$5.77M	Buy	60,671 +17,659	+41%	+$1.66M	0.01%	891
2025 Q3	$4M	Buy	43,012 +1,475	+4%	+$133K	0.01%	819
2025 Q2	$3.71M	Buy	41,537 +7,020	+20%	+$599K	0.01%	761
2025 Q1	$2.82M	Buy	34,517 +4,471	+15%	+$361K	0.01%	766
2024 Q4	$2.29M	Buy	30,046 +19,673	+190%	+$1.57M	0.01%	799
2024 Q3	$873K	Sell	10,373 -5,870	-36%	-$474K	﹤0.01%	979
2024 Q2	$1.28M	Buy	16,243 +982	+6%	+$78K	﹤0.01%	751
2024 Q1	$1.22M	Buy	+15,261	New	+$1.17M	0.01%	572

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

Focus Partners Wealth's ESGD Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 6.9% in Q2 2026, selling an estimated $477K and leaving 63,116 shares worth $6.49M. The position accounts for 0.01% of the portfolio, ranked #852.

Focus Partners Wealth first reported a position in ESGD in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.51M in Q1 2026. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Focus Partners Wealth held 63,116 shares of iShares ESG Aware MSCI EAFE ETF worth $6.49M as of Q2 2026.
Focus Partners Wealth sold 4,700 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $477K.
iShares ESG Aware MSCI EAFE ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #852 holding.
Focus Partners Wealth first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
Focus Partners Wealth's iShares ESG Aware MSCI EAFE ETF position peaked at $6.51M in Q1 2026.
757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.