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Guardian Wealth Advisors (North Carolina)’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
-117
Closed -$11.2K – 428
2026
Q1 		$11.2K Buy
+117
New +$11.6K ﹤0.01% 535
2025
Q3 		– Sell
-93
Closed -$8.3K – 396
2025
Q2 		$8.3K Buy
+93
New +$7.93K ﹤0.01% 489

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

Guardian Wealth Advisors (North Carolina)'s ESGD Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026, closing a stake of 117 shares — an estimated $11.2K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in ESGD in Q2 2025 and held it in 2 quarters. The position peaked at $11.2K in Q1 2026. 760 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 117 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $11.2K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2025 and held it in 2 quarters.
  • Guardian Wealth Advisors (North Carolina)'s iShares ESG Aware MSCI EAFE ETF position peaked at $11.2K in Q1 2026.
  • 760 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.