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Global Assets Advisory’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Global Assets Advisory’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 		– Sell
-882
Closed -$84.3K – 391
2026
Q1 		$84.3K Buy
+882
New +$87.3K 0.02% 323
2024
Q2 		– Sell
-46,946
Closed -$590K – 195
2024
Q1 		$590K Buy
+46,946
New +$3.6M 0.03% 308

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

Global Assets Advisory's ESGD Position: Q2 2026 in Review

Global Assets Advisory sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026, closing a stake of 882 shares — an estimated $84.3K sold.

Global Assets Advisory first reported a position in ESGD in Q1 2024 and held it in 2 quarters. The position peaked at $590K in Q1 2024. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Global Assets Advisory reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Global Assets Advisory sold 882 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $84.3K.
  • Global Assets Advisory first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2024 and held it in 2 quarters.
  • Global Assets Advisory's iShares ESG Aware MSCI EAFE ETF position peaked at $590K in Q1 2024.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.