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Godfrey Financial Associates’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Godfrey Financial Associates’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 		$14.5K Hold
141
– – 0.01% 402
2026
Q1 		$13.5K Buy
141
+15
+12% +$1.48K 0.01% 396
2025
Q4 		$12K Buy
+126
New +$11.9K 0.01% 386

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

Godfrey Financial Associates's ESGD Position: Q2 2026 in Review

Godfrey Financial Associates held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 141 shares worth $14.5K. The position accounts for 0.01% of the portfolio, ranked #402.

Godfrey Financial Associates first reported a position in ESGD in Q4 2025 and has held it in 3 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Godfrey Financial Associates held 141 shares of iShares ESG Aware MSCI EAFE ETF worth $14.5K as of Q2 2026.
  • Godfrey Financial Associates 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 Godfrey Financial Associates's portfolio in Q2 2026, its #402 holding.
  • Godfrey Financial Associates first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.