Harbor Asset Planning’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Harbor Asset Planning’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	$68.8K	Buy	670 +4	+0.6%	+$406	0.05%	188
2026 Q1	$63.7K	Buy	666 +427	+179%	+$42.3K	0.05%	183
2025 Q4	$22.7K	Buy	239 +5	+2%	+$471	0.02%	280
2025 Q3	$21.8K	Hold	234	–	–	0.02%	281
2025 Q2	$20.9K	Buy	+234	New	+$20K	0.02%	275

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

Harbor Asset Planning's ESGD Position: Q2 2026 in Review

Harbor Asset Planning increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.6% in Q2 2026, buying an estimated $406 and bringing the position to 670 shares worth $68.8K. The position accounts for 0.05% of the portfolio, ranked #188.

Harbor Asset Planning first reported a position in ESGD in Q2 2025 and has held it in 5 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Harbor Asset Planning held 670 shares of iShares ESG Aware MSCI EAFE ETF worth $68.8K as of Q2 2026.
Harbor Asset Planning bought 4 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $406.
iShares ESG Aware MSCI EAFE ETF made up 0.05% of Harbor Asset Planning's portfolio in Q2 2026, its #188 holding.
Harbor Asset Planning first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.