Freestone Capital Holdings’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Freestone Capital Holdings’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	$2.52M	Buy	24,494 +3,570	+17%	+$363K	0.07%	178
2026 Q1	$2M	Sell	20,924 -10,079	-33%	-$997K	0.06%	183
2025 Q4	$2.95M	Buy	31,003 +1,260	+4%	+$119K	0.09%	145
2025 Q3	$2.77M	Buy	+29,743	New	+$2.69M	0.08%	151
2022 Q1	–	Sell	-3,273	Closed	-$260K	–	592
2021 Q4	$260K	Buy	+3,273	New	+$261K	0.01%	430
2021 Q1	–	Sell	-584	Closed	-$42.7K	–	612
2020 Q4	$42.7K	Hold	584	–	–	﹤0.01%	602
2020 Q3	$37.1K	Buy	+584	New	+$37.3K	﹤0.01%	533

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

Freestone Capital Holdings's ESGD Position: Q2 2026 in Review

Freestone Capital Holdings increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 17% in Q2 2026, buying an estimated $363K and bringing the position to 24,494 shares worth $2.52M. The position accounts for 0.07% of the portfolio, ranked #178.

Freestone Capital Holdings first reported a position in ESGD in Q3 2020 and has held it in 7 quarters since. The position peaked at $2.95M in Q4 2025. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Freestone Capital Holdings held 24,494 shares of iShares ESG Aware MSCI EAFE ETF worth $2.52M as of Q2 2026.
Freestone Capital Holdings bought 3,570 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $363K.
iShares ESG Aware MSCI EAFE ETF made up 0.07% of Freestone Capital Holdings's portfolio in Q2 2026, its #178 holding.
Freestone Capital Holdings first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2020 and has held it in 7 quarters since.
Freestone Capital Holdings's iShares ESG Aware MSCI EAFE ETF position peaked at $2.95M in Q4 2025.
757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.