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

GSB 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	$227K	Buy	2,209 +14	+0.6%	+$1.42K	0.05%	216
2026 Q1	$210K	Buy	+2,195	New	+$217K	0.05%	215
2022 Q4	–	Sell	-11,410	Closed	-$640K	–	203
2022 Q3	$640K	Buy	11,410 +263	+2%	+$16.5K	0.23%	126
2022 Q2	$700K	Buy	11,147 +248	+2%	+$16.9K	0.24%	129
2022 Q1	$804K	Buy	+10,899	New	+$821K	0.23%	127

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

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

GSB Wealth Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.64% in Q2 2026, buying an estimated $1.42K and bringing the position to 2,209 shares worth $227K. The position accounts for 0.05% of the portfolio, ranked #216.

GSB Wealth Management first reported a position in ESGD in Q1 2022 and has held it in 5 quarters since. The position peaked at $804K in Q1 2022. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

GSB Wealth Management held 2,209 shares of iShares ESG Aware MSCI EAFE ETF worth $227K as of Q2 2026.
GSB Wealth Management bought 14 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $1.42K.
iShares ESG Aware MSCI EAFE ETF made up 0.05% of GSB Wealth Management's portfolio in Q2 2026, its #216 holding.
GSB Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2022 and has held it in 5 quarters since.
GSB Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $804K in Q1 2022.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on GSB Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.