Gen-Wealth Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Gen-Wealth 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	$72.3K	Sell	703 -340	-33%	-$34.5K	0.02%	364
2026 Q1	$99.7K	Sell	1,043 -113	-10%	-$11.2K	0.03%	326
2025 Q4	$110K	Sell	1,156 -151	-12%	-$14.2K	0.04%	315
2025 Q3	$122K	Buy	1,307 +452	+53%	+$40.9K	0.04%	293
2025 Q2	$76.3K	Buy	+855	New	+$72.9K	0.03%	307
2024 Q2	–	Sell	-75	Closed	-$5.99K	–	664
2024 Q1	$5.99K	Buy	+75	New	+$5.75K	﹤0.01%	486

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

Gen-Wealth Partners's ESGD Position: Q2 2026 in Review

Gen-Wealth Partners reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 33% in Q2 2026, selling an estimated $34.5K and leaving 703 shares worth $72.3K. The position accounts for 0.02% of the portfolio, ranked #364.

Gen-Wealth Partners first reported a position in ESGD in Q1 2024 and has held it in 6 quarters since. The position peaked at $122K in Q3 2025. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Gen-Wealth Partners held 703 shares of iShares ESG Aware MSCI EAFE ETF worth $72.3K as of Q2 2026.
Gen-Wealth Partners sold 340 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $34.5K.
iShares ESG Aware MSCI EAFE ETF made up 0.02% of Gen-Wealth Partners's portfolio in Q2 2026, its #364 holding.
Gen-Wealth Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2024 and has held it in 6 quarters since.
Gen-Wealth Partners's iShares ESG Aware MSCI EAFE ETF position peaked at $122K in Q3 2025.
757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.