HTC
ESGD icon

Haverford Trust Company’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Haverford Trust 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 		$2.95M Buy
28,699
+2,805
+11% +$285K 0.03% 162
2026
Q1 		$2.48M Sell
25,894
-35
-0.1% -$3.46K 0.02% 166
2025
Q4 		$2.47M Buy
25,929
+105
+0.4% +$9.9K 0.02% 162
2025
Q3 		$2.4M Buy
25,824
+672
+3% +$60.8K 0.02% 160
2025
Q2 		$2.24M Buy
25,152
+4,720
+23% +$402K 0.02% 173
2025
Q1 		$1.67M Buy
20,432
+1,749
+9% +$141K 0.02% 183
2024
Q4 		$1.42M Buy
18,683
+5,220
+39% +$415K 0.01% 195
2024
Q3 		$1.13M Sell
13,463
-468
-3% -$37.8K 0.01% 217
2024
Q2 		$1.1M Hold
13,931
– – 0.01% 212
2024
Q1 		$1.11M Buy
13,931
+600
+5% +$46K 0.01% 206
2023
Q4 		$1.01M Buy
13,331
+1,429
+12% +$101K 0.01% 207
2023
Q3 		$823K Hold
11,902
– – 0.01% 217
2023
Q2 		$868K Sell
11,902
-365
-3% -$26.6K 0.01% 217
2023
Q1 		$881K Buy
12,267
+6,390
+109% +$448K 0.01% 207
2022
Q4 		$386K Hold
5,877
– – ﹤0.01% 269
2022
Q3 		$330K Hold
5,877
– – ﹤0.01% 282
2022
Q2 		$369K Buy
5,877
+302
+5% +$20.6K ﹤0.01% 274
2022
Q1 		$411K Hold
5,575
– – ﹤0.01% 276
2021
Q4 		$443K Hold
5,575
– – ﹤0.01% 267
2021
Q3 		$437K Buy
5,575
+1,045
+23% +$83.9K 0.01% 265
2021
Q2 		$358K Buy
4,530
+383
+9% +$30.5K ﹤0.01% 286
2021
Q1 		$315K Buy
4,147
+745
+22% +$56.1K ﹤0.01% 264
2020
Q4 		$248K Buy
3,402
+35
+1% +$2.39K ﹤0.01% 267
2020
Q3 		$214K Buy
+3,367
New +$215K ﹤0.01% 274

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

Haverford Trust Company's ESGD Position: Q2 2026 in Review

Haverford Trust Company increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 11% in Q2 2026, buying an estimated $285K and bringing the position to 28,699 shares worth $2.95M. The position accounts for 0.03% of the portfolio, ranked #162.

Haverford Trust Company first reported a position in ESGD in Q3 2020 and has held it in 24 quarters since. 760 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Haverford Trust Company held 28,699 shares of iShares ESG Aware MSCI EAFE ETF worth $2.95M as of Q2 2026.
  • Haverford Trust Company bought 2,805 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $285K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.03% of Haverford Trust Company's portfolio in Q2 2026, its #162 holding.
  • Haverford Trust Company first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2020 and has held it in 24 quarters since.
  • 760 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Haverford Trust Company's 13F filing for Q2 2026, filed 12 Aug 2026.