Hamrick Investment Counsel’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Hamrick Investment Counsel’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	$3.7M	Sell	35,948 -1,715	-5%	-$174K	2.45%	9
2026 Q1	$3.6M	Buy	37,663 +6,210	+20%	+$614K	2%	14
2025 Q4	$2.99M	Buy	+31,453	New	+$2.96M	2.22%	12

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

Hamrick Investment Counsel's ESGD Position: Q2 2026 in Review

Hamrick Investment Counsel reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 4.6% in Q2 2026, selling an estimated $174K and leaving 35,948 shares worth $3.7M. The position accounts for 2.45% of the portfolio, ranked #9.

Hamrick Investment Counsel first reported a position in ESGD in Q4 2025 and has held it in 3 quarters since. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Hamrick Investment Counsel held 35,948 shares of iShares ESG Aware MSCI EAFE ETF worth $3.7M as of Q2 2026.
Hamrick Investment Counsel sold 1,715 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $174K.
iShares ESG Aware MSCI EAFE ETF made up 2.45% of Hamrick Investment Counsel's portfolio in Q2 2026, its #9 holding.
Hamrick Investment Counsel first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Hamrick Investment Counsel's 13F filing for Q2 2026, filed 13 Aug 2026.