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Frisch Financial Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Frisch Financial Group’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 		$557K Sell
5,422
-1,038
-16% -$105K 0.1% 104
2026
Q1 		$618K Buy
6,460
+154
+2% +$15.2K 0.13% 90
2025
Q4 		$600K Buy
6,306
+77
+1% +$7.26K 0.13% 85
2025
Q3 		$579K Sell
6,229
-328
-5% -$29.7K 0.13% 87
2025
Q2 		$585K Sell
6,557
-2
-0% -$171 0.14% 79
2025
Q1 		$536K Sell
6,559
-60
-0.9% -$4.84K 0.15% 72
2024
Q4 		$504K Sell
6,619
-1,172
-15% -$93.3K 0.15% 71
2024
Q3 		$656K Sell
7,791
-548
-7% -$44.3K 0.2% 55
2024
Q2 		$657K Sell
8,339
-632
-7% -$50.2K 0.2% 55
2024
Q1 		$717K Hold
8,971
– – 0.24% 47
2023
Q4 		$678K Sell
8,971
-37
-0.4% -$2.62K 0.26% 50
2023
Q3 		$623K Sell
9,008
-8,050
-47% -$580K 0.25% 52
2023
Q2 		$1.24M Sell
17,058
-9,332
-35% -$681K 0.6% 34
2023
Q1 		$1.9M Sell
26,390
-4,456
-14% -$313K 0.74% 33
2022
Q4 		$2.03M Buy
30,846
+1,950
+7% +$122K 0.76% 36
2022
Q3 		$1.62M Sell
28,896
-742
-3% -$46.5K 0.69% 34
2022
Q2 		$1.86M Sell
29,638
-181
-0.6% -$12.4K 0.72% 33
2022
Q1 		$2.2M Buy
29,819
+1,253
+4% +$94.4K 0.71% 37
2021
Q4 		$2.27M Buy
28,566
+2,331
+9% +$186K 0.71% 36
2021
Q3 		$2.06M Buy
26,235
+440
+2% +$35.3K 0.69% 34
2021
Q2 		$2.04M Buy
25,795
+251
+1% +$20K 0.64% 36
2021
Q1 		$1.94M Buy
25,544
+492
+2% +$37K 0.65% 34
2020
Q4 		$1.83M Buy
25,052
+2,068
+9% +$141K 0.67% 27
2020
Q3 		$1.46M Hold
22,984
– – 0.64% 27
2020
Q2 		$1.39M Buy
22,984
+212
+0.9% +$12.2K 0.66% 24
2020
Q1 		$1.21M Buy
+22,772
New +$1.43M 0.71% 27

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Frisch Financial Group's ESGD Position: Q2 2026 in Review

Frisch Financial Group reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 16% in Q2 2026, selling an estimated $105K and leaving 5,422 shares worth $557K. The position accounts for 0.1% of the portfolio, ranked #104.

Frisch Financial Group first reported a position in ESGD in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.27M in Q4 2021. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Frisch Financial Group held 5,422 shares of iShares ESG Aware MSCI EAFE ETF worth $557K as of Q2 2026.
  • Frisch Financial Group sold 1,038 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $105K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.1% of Frisch Financial Group's portfolio in Q2 2026, its #104 holding.
  • Frisch Financial Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2020 and has held it in 26 quarters since.
  • Frisch Financial Group's iShares ESG Aware MSCI EAFE ETF position peaked at $2.27M in Q4 2021.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Frisch Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.