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

HB 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 		$9.95M Buy
96,757
+3,826
+4% +$389K 0.06% 172
2026
Q1 		$8.89M Buy
92,931
+3,067
+3% +$303K 0.06% 170
2025
Q4 		$8.55M Sell
89,864
-271
-0.3% -$25.5K 0.06% 175
2025
Q3 		$8.38M Buy
90,135
+3,200
+4% +$290K 0.06% 180
2025
Q2 		$7.76M Buy
86,935
+63,869
+277% +$5.45M 0.06% 168
2025
Q1 		$1.88M Buy
23,066
+2,342
+11% +$189K 0.02% 395
2024
Q4 		$1.58M Buy
20,724
+840
+4% +$66.8K 0.02% 327
2024
Q3 		$1.67M Buy
19,884
+4,921
+33% +$398K 0.02% 302
2024
Q2 		$1.18M Buy
14,963
+2,446
+20% +$194K 0.01% 338
2024
Q1 		$1M Buy
12,517
+105
+0.8% +$8.04K 0.01% 353
2023
Q4 		$938K Buy
12,412
+376
+3% +$26.6K 0.01% 330
2023
Q3 		$832K Buy
12,036
+33
+0.3% +$2.38K 0.01% 326
2023
Q2 		$875K Buy
12,003
+196
+2% +$14.3K 0.01% 307
2023
Q1 		$848K Sell
11,807
-1,764
-13% -$124K 0.01% 309
2022
Q4 		$892K Buy
13,571
+554
+4% +$34.8K 0.02% 297
2022
Q3 		$731K Buy
13,017
+245
+2% +$15.4K 0.02% 293
2022
Q2 		$802K Sell
12,772
-1,188
-9% -$81.1K 0.02% 280
2022
Q1 		$1.03M Buy
13,960
+478
+4% +$36K 0.02% 269
2021
Q4 		$1.07M Buy
+13,482
New +$1.07M 0.02% 233

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

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

HB Wealth Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 4.1% in Q2 2026, buying an estimated $389K and bringing the position to 96,757 shares worth $9.95M. The position accounts for 0.06% of the portfolio, ranked #172.

HB Wealth Management first reported a position in ESGD in Q4 2021 and has held it in 19 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • HB Wealth Management held 96,757 shares of iShares ESG Aware MSCI EAFE ETF worth $9.95M as of Q2 2026.
  • HB Wealth Management bought 3,826 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $389K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.06% of HB Wealth Management's portfolio in Q2 2026, its #172 holding.
  • HB Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.