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Fund Evaluation Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Fund Evaluation 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 		$12M Buy
116,875
+3,450
+3% +$350K 0.32% 30
2026
Q1 		$10.8M Sell
113,425
-17,849
-14% -$1.77M 0.33% 28
2025
Q4 		$12.5M Buy
131,274
+45
+0% +$4.24K 0.41% 22
2025
Q3 		$12.2M Sell
131,229
-468
-0.4% -$42.3K 0.44% 22
2025
Q2 		$11.7M Sell
131,697
-11,652
-8% -$994K 0.45% 21
2025
Q1 		$11.7M Buy
143,349
+12,641
+10% +$1.02M 0.51% 18
2024
Q4 		$9.95M Buy
130,708
+44,499
+52% +$3.54M 0.47% 18
2024
Q3 		$7.26M Sell
86,209
-20,735
-19% -$1.68M 0.4% 19
2024
Q2 		$8.43M Buy
106,944
+372
+0.3% +$29.5K 0.52% 18
2024
Q1 		$8.52M Buy
106,572
+26,472
+33% +$2.03M 0.53% 18
2023
Q4 		$6.05M Buy
80,100
+2,394
+3% +$170K 0.44% 22
2023
Q3 		$5.37M Buy
+77,706
New +$5.59M 0.48% 21
2019
Q4 		– Sell
-26,197
Closed -$1.68M – 39
2019
Q3 		$1.68M Sell
26,197
-72
-0.3% -$4.55K 0.31% 14
2019
Q2 		$1.69M Sell
26,269
-253
-1% -$16.2K 0.28% 16
2019
Q1 		$1.68M Buy
26,522
+2,249
+9% +$138K 0.32% 15
2018
Q4 		$1.39M Buy
24,273
+164
+0.7% +$9.96K 0.35% 14
2018
Q3 		$1.6M Buy
+24,109
New +$1.58M 0.26% 39

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

Fund Evaluation Group's ESGD Position: Q2 2026 in Review

Fund Evaluation Group increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 3% in Q2 2026, buying an estimated $350K and bringing the position to 116,875 shares worth $12M. The position accounts for 0.32% of the portfolio, ranked #30.

Fund Evaluation Group first reported a position in ESGD in Q3 2018 and has held it in 17 quarters since. The position peaked at $12.5M in Q4 2025. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Fund Evaluation Group held 116,875 shares of iShares ESG Aware MSCI EAFE ETF worth $12M as of Q2 2026.
  • Fund Evaluation Group bought 3,450 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $350K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.32% of Fund Evaluation Group's portfolio in Q2 2026, its #30 holding.
  • Fund Evaluation Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2018 and has held it in 17 quarters since.
  • Fund Evaluation Group's iShares ESG Aware MSCI EAFE ETF position peaked at $12.5M in Q4 2025.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Fund Evaluation Group's 13F filing for Q2 2026, filed 7 Aug 2026.