GM
ESGD icon

GeoWealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

GeoWealth Management’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 		$3.09M Sell
30,082
-9,393
-24% -$954K 0.1% 133
2026
Q1 		$3.77M Sell
39,475
-5,212
-12% -$516K 0.14% 97
2025
Q4 		$4.25M Sell
44,687
-20,229
-31% -$1.91M 0.16% 88
2025
Q3 		$6.04M Sell
64,916
-4,081
-6% -$369K 0.22% 62
2025
Q2 		$6.16M Sell
68,997
-5,330
-7% -$454K 0.24% 53
2025
Q1 		$6.07M Sell
74,327
-20,928
-22% -$1.69M 0.24% 52
2024
Q4 		$7.25M Sell
95,255
-22,740
-19% -$1.81M 0.24% 71
2024
Q3 		$9.93M Buy
117,995
+7,162
+6% +$579K 0.35% 54
2024
Q2 		$8.73M Sell
110,833
-4,955
-4% -$393K 0.38% 40
2024
Q1 		$9.25M Buy
115,788
+114,672
+10,275% +$8.78M 0.36% 55
2023
Q4 		$84K Buy
1,116
+1
+0.1% +$71 0.01% 597
2023
Q3 		$77K Sell
1,115
-49
-4% -$3.53K 0.01% 359
2023
Q2 		$84K Buy
1,164
+43
+4% +$3.14K 0.01% 296
2023
Q1 		$80K Sell
1,121
-111
-9% -$7.79K 0.01% 259
2022
Q4 		$80K Buy
+1,232
New +$77.4K 0.01% 280
2022
Q1 		– Sell
-161
Closed -$14K – 402
2021
Q4 		$14K Buy
+161
New +$12.8K ﹤0.01% 363

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

GeoWealth Management's ESGD Position: Q2 2026 in Review

GeoWealth Management reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 24% in Q2 2026, selling an estimated $954K and leaving 30,082 shares worth $3.09M. The position accounts for 0.1% of the portfolio, ranked #133.

GeoWealth Management first reported a position in ESGD in Q4 2021 and has held it in 16 quarters since. The position peaked at $9.93M in Q3 2024. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • GeoWealth Management held 30,082 shares of iShares ESG Aware MSCI EAFE ETF worth $3.09M as of Q2 2026.
  • GeoWealth Management sold 9,393 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $954K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.1% of GeoWealth Management's portfolio in Q2 2026, its #133 holding.
  • GeoWealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and has held it in 16 quarters since.
  • GeoWealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $9.93M in Q3 2024.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.