Foster Dykema Cabot & Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Foster Dykema Cabot & Partners’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	$203K	Hold	1,974	–	–	0.01%	120
2026 Q1	$189K	Hold	1,974	–	–	0.01%	121
2025 Q4	$188K	Sell	1,974 -782	-28%	-$73.7K	0.01%	124
2025 Q3	$256K	Hold	2,756	–	–	0.02%	116
2025 Q2	$246K	Hold	2,756	–	–	0.02%	114
2025 Q1	$225K	Sell	2,756 -9,261	-77%	-$747K	0.02%	111
2024 Q4	$915K	Buy	12,017 +7,900	+192%	+$629K	0.07%	53
2024 Q3	$347K	Buy	4,117 +1,694	+70%	+$137K	0.03%	92
2024 Q2	$191K	Sell	2,423 -4,521	-65%	-$359K	0.02%	102
2024 Q1	$555K	Buy	+6,944	New	+$532K	0.05%	62

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

Foster Dykema Cabot & Partners's ESGD Position: Q2 2026 in Review

Foster Dykema Cabot & Partners held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 1,974 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #120.

Foster Dykema Cabot & Partners first reported a position in ESGD in Q1 2024 and has held it in 10 quarters since. The position peaked at $915K in Q4 2024. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Foster Dykema Cabot & Partners held 1,974 shares of iShares ESG Aware MSCI EAFE ETF worth $203K as of Q2 2026.
Foster Dykema Cabot & Partners left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.01% of Foster Dykema Cabot & Partners's portfolio in Q2 2026, its #120 holding.
Foster Dykema Cabot & Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
Foster Dykema Cabot & Partners's iShares ESG Aware MSCI EAFE ETF position peaked at $915K in Q4 2024.
757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q2 2026, filed 11 Aug 2026.