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Grimes & Company’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Grimes & Company’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 		$2.72M Buy
26,458
+340
+1% +$34.5K 0.06% 170
2026
Q1 		$2.5M Sell
26,118
-2,215
-8% -$219K 0.07% 168
2025
Q4 		$2.69M Buy
28,333
+1,748
+7% +$165K 0.06% 169
2025
Q3 		$2.47M Buy
26,585
+420
+2% +$38K 0.06% 168
2025
Q2 		$2.33M Buy
26,165
+9,712
+59% +$828K 0.06% 156
2025
Q1 		$1.34M Buy
16,453
+9,603
+140% +$775K 0.04% 167
2024
Q4 		$522K Sell
6,850
-20,944
-75% -$1.67M 0.02% 245
2024
Q3 		$2.34M Buy
27,794
+482
+2% +$38.9K 0.06% 136
2024
Q2 		$2.15M Buy
27,312
+1,029
+4% +$81.7K 0.06% 133
2024
Q1 		$2.1M Buy
26,283
+3,330
+15% +$255K 0.06% 134
2023
Q4 		$1.73M Sell
22,953
-106
-0.5% -$7.51K 0.06% 139
2023
Q3 		$1.59M Sell
23,059
-647
-3% -$46.6K 0.06% 138
2023
Q2 		$1.73M Buy
23,706
+646
+3% +$47.1K 0.06% 132
2023
Q1 		$1.66M Buy
23,060
+18,944
+460% +$1.33M 0.07% 124
2022
Q4 		$271K Sell
4,116
-86
-2% -$5.4K 0.01% 245
2022
Q3 		$236K Buy
4,202
+377
+10% +$23.6K 0.01% 241
2022
Q2 		$240K Sell
3,825
-9,563
-71% -$653K 0.01% 242
2022
Q1 		$987K Buy
13,388
+210
+2% +$15.8K 0.05% 158
2021
Q4 		$1.05M Sell
13,178
-7,131
-35% -$568K 0.05% 159
2021
Q3 		$1.59M Buy
20,309
+2,051
+11% +$165K 0.07% 127
2021
Q2 		$1.44M Buy
18,258
+3,584
+24% +$285K 0.06% 130
2021
Q1 		$1.11M Buy
14,674
+1,412
+11% +$106K 0.05% 139
2020
Q4 		$969K Buy
13,262
+358
+3% +$24.4K 0.05% 140
2020
Q3 		$819K Buy
12,904
+683
+6% +$43.6K 0.05% 140
2020
Q2 		$740K Buy
+12,221
New +$702K 0.05% 144
2020
Q1 		– Sell
-3,062
Closed -$210K – 241
2019
Q4 		$210K Buy
+3,062
New +$204K 0.01% 247

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

Grimes & Company's ESGD Position: Q2 2026 in Review

Grimes & Company increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.3% in Q2 2026, buying an estimated $34.5K and bringing the position to 26,458 shares worth $2.72M. The position accounts for 0.06% of the portfolio, ranked #170.

Grimes & Company first reported a position in ESGD in Q4 2019 and has held it in 26 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Grimes & Company held 26,458 shares of iShares ESG Aware MSCI EAFE ETF worth $2.72M as of Q2 2026.
  • Grimes & Company bought 340 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $34.5K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.06% of Grimes & Company's portfolio in Q2 2026, its #170 holding.
  • Grimes & Company first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2019 and has held it in 26 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.