Forefront Analytics’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Forefront Analytics’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	$10.7M	Sell	104,247 -150,180	-59%	-$15.3M	11.65%	2
2026 Q1	$24.3M	Buy	254,427 +43,237	+20%	+$4.28M	22.13%	1
2025 Q4	$20.1M	Buy	211,190 +25,960	+14%	+$2.45M	17.73%	1
2025 Q3	$17.2M	Buy	185,230 +112,537	+155%	+$10.2M	16.59%	1
2025 Q2	$6.49M	Buy	+72,693	New	+$6.2M	7.24%	4
2024 Q2	–	Sell	-207,750	Closed	-$16.6M	–	70
2024 Q1	$16.6M	Sell	207,750 -159,048	-43%	-$12.2M	8.05%	1
2023 Q4	$27.7M	Buy	366,798 +21,873	+6%	+$1.55M	13.68%	1
2023 Q3	$23.8M	Sell	344,925 -6,593	-2%	-$475K	13.52%	1
2023 Q2	$25.6M	Buy	351,518 +78,176	+29%	+$5.7M	14.62%	1
2023 Q1	$19.6M	Buy	+273,342	New	+$19.2M	10.12%	1
2022 Q2	–	Sell	-2,833	Closed	-$208K	–	68
2022 Q1	$208K	Buy	2,833 +4	+0.1%	+$301	0.08%	54
2021 Q4	$224K	Buy	2,829 +108	+4%	+$8.6K	0.08%	53
2021 Q3	$213K	Hold	2,721	–	–	0.08%	53
2021 Q2	$216K	Buy	2,721 +34	+1%	+$2.71K	0.09%	55
2021 Q1	$204K	Buy	+2,687	New	+$202K	0.09%	56
2020 Q2	–	Sell	-1,384	Closed	-$73.6K	–	81
2020 Q1	$73.6K	Buy	+1,384	New	+$87.1K	0.06%	59

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

Forefront Analytics's ESGD Position: Q2 2026 in Review

Forefront Analytics reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 59% in Q2 2026, selling an estimated $15.3M and leaving 104,247 shares worth $10.7M. The position accounts for 11.65% of the portfolio, ranked #2.

Forefront Analytics first reported a position in ESGD in Q1 2020 and has held it in 16 quarters since. The position peaked at $27.7M in Q4 2023. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Forefront Analytics held 104,247 shares of iShares ESG Aware MSCI EAFE ETF worth $10.7M as of Q2 2026.
Forefront Analytics sold 150,180 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $15.3M.
iShares ESG Aware MSCI EAFE ETF made up 11.65% of Forefront Analytics's portfolio in Q2 2026, its #2 holding.
Forefront Analytics first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2020 and has held it in 16 quarters since.
Forefront Analytics's iShares ESG Aware MSCI EAFE ETF position peaked at $27.7M in Q4 2023.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Forefront Analytics's 13F filing for Q2 2026, filed 13 Aug 2026.