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Gerber Kawasaki Wealth & Investment Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$768K Buy
7,468
+312
+4% +$31.7K 0.02% 193
2026
Q1 		$684K Buy
7,156
+938
+15% +$92.8K 0.02% 188
2025
Q4 		$591K Buy
+6,218
New +$586K 0.02% 200

Other funds holding ESGD

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
TWIM
TIAA Wealth Investment Management New York $15B AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's ESGD Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 4.4% in Q2 2026, buying an estimated $31.7K and bringing the position to 7,468 shares worth $768K. The position accounts for 0.02% of the portfolio, ranked #193.

Gerber Kawasaki Wealth & Investment Management first reported a position in ESGD in Q4 2025 and has held it in 3 quarters since. 623 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 7,468 shares of iShares ESG Aware MSCI EAFE ETF worth $768K as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 312 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $31.7K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.02% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #193 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 623 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.