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

Grand Wealth 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	–	Sell	-147	Closed	-$14.1K	–	62
2026 Q1	$14.1K	Hold	147	–	–	0.01%	72
2025 Q4	$14K	Hold	147	–	–	0.01%	71
2025 Q3	$13.7K	Hold	147	–	–	0.01%	61
2025 Q2	$13.1K	Hold	147	–	–	0.01%	61
2025 Q1	$12K	Hold	147	–	–	0.01%	55
2024 Q4	$11.2K	Buy	147 +13	+10%	+$1.03K	0.01%	56
2024 Q3	$11.3K	Hold	134	–	–	0.01%	57
2024 Q2	$10.6K	Sell	134 -2,391	-95%	-$190K	0.01%	52
2024 Q1	$202K	Hold	2,525	–	–	0.1%	45
2023 Q4	$191K	Sell	2,525 -74	-3%	-$5.24K	0.1%	45
2023 Q3	$180K	Hold	2,599	–	–	0.11%	40
2023 Q2	$190K	Hold	2,599	–	–	0.11%	41
2023 Q1	$187K	Hold	2,599	–	–	0.11%	39
2022 Q4	$171K	Sell	2,599 -10	-0.4%	-$628	0.11%	39
2022 Q3	$146K	Buy	2,609 +250	+11%	+$15.7K	0.08%	38
2022 Q2	$148K	Buy	2,359 +112	+5%	+$7.64K	0.08%	37
2022 Q1	$166K	Hold	2,247	–	–	0.08%	33
2021 Q4	$179K	Buy	+2,247	New	+$179K	0.08%	34

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

Grand Wealth Management's ESGD Position: Q2 2026 in Review

Grand Wealth Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026, closing a stake of 147 shares — an estimated $14.1K sold.

Grand Wealth Management first reported a position in ESGD in Q4 2021 and held it in 18 quarters. The position peaked at $202K in Q1 2024. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Grand Wealth Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Grand Wealth Management sold 147 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $14.1K.
Grand Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and held it in 18 quarters.
Grand Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $202K in Q1 2024.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Grand Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.