GC Wealth Management RIA’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

GC Wealth Management RIA’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	$3.44M	Sell	33,427 -711	-2%	-$72.2K	0.2%	96
2026 Q1	$3.26M	Sell	34,138 -537	-2%	-$53.1K	0.14%	112
2025 Q4	$3.3M	Buy	34,675 +2,346	+7%	+$221K	0.12%	113
2025 Q3	$3.01M	Buy	32,329 +1,532	+5%	+$139K	0.1%	155
2025 Q2	$2.75M	Hold	30,797	–	–	0.22%	100
2025 Q1	$2.52M	Buy	30,797 +1,100	+4%	+$88.8K	0.46%	52
2024 Q4	$2.26M	Sell	29,697 -3,780	-11%	-$301K	0.4%	60
2024 Q3	$2.82M	Sell	33,477 -720	-2%	-$58.2K	0.49%	43
2024 Q2	$2.69M	Buy	34,197 +93	+0.3%	+$7.38K	0.53%	35
2024 Q1	$2.73M	Buy	+34,104	New	+$2.61M	0.55%	32

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

GC Wealth Management RIA's ESGD Position: Q2 2026 in Review

GC Wealth Management RIA reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2.1% in Q2 2026, selling an estimated $72.2K and leaving 33,427 shares worth $3.44M. The position accounts for 0.2% of the portfolio, ranked #96.

GC Wealth Management RIA first reported a position in ESGD in Q1 2024 and has held it in 10 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

GC Wealth Management RIA held 33,427 shares of iShares ESG Aware MSCI EAFE ETF worth $3.44M as of Q2 2026.
GC Wealth Management RIA sold 711 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $72.2K.
iShares ESG Aware MSCI EAFE ETF made up 0.2% of GC Wealth Management RIA's portfolio in Q2 2026, its #96 holding.
GC Wealth Management RIA first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.