Glassman Wealth Services’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Glassman Wealth Services’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	$206	Hold	2	–	–	﹤0.01%	232
2026 Q1	$191	Hold	2	–	–	﹤0.01%	183
2025 Q4	$190	Hold	2	–	–	﹤0.01%	191
2025 Q3	$186	Hold	2	–	–	﹤0.01%	180
2025 Q2	$178	Hold	2	–	–	﹤0.01%	176
2025 Q1	$163	Hold	2	–	–	﹤0.01%	205
2024 Q4	$152	Hold	2	–	–	﹤0.01%	172
2024 Q3	$168	Hold	2	–	–	﹤0.01%	177
2024 Q2	$158	Hold	2	–	–	﹤0.01%	188
2024 Q1	$160	Hold	2	–	–	﹤0.01%	200
2023 Q4	$151	Hold	2	–	–	﹤0.01%	1924
2023 Q3	$138	Sell	2 -20	-91%	-$1.44K	﹤0.01%	1947
2023 Q2	$1.6K	Buy	+22	New	+$1.6K	﹤0.01%	1318

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

Glassman Wealth Services's ESGD Position: Q2 2026 in Review

Glassman Wealth Services held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 2 shares worth $206. The position accounts for ﹤0.01% of the portfolio, ranked #232.

Glassman Wealth Services first reported a position in ESGD in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.6K in Q2 2023. 759 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Glassman Wealth Services held 2 shares of iShares ESG Aware MSCI EAFE ETF worth $206 as of Q2 2026.
Glassman Wealth Services left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Glassman Wealth Services's portfolio in Q2 2026, its #232 holding.
Glassman Wealth Services first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2023 and has held it in 13 quarters since.
Glassman Wealth Services's iShares ESG Aware MSCI EAFE ETF position peaked at $1.6K in Q2 2023.
759 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.