Heritage Family Offices’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Heritage Family Offices’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	$474K	Buy	+4,614	New	+$469K	0.18%	102

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

Heritage Family Offices's ESGD Position: Q2 2026 in Review

Heritage Family Offices opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026: 4,614 shares worth $474K. The stake represents 0.18% of the portfolio and ranks #102 among its holdings.

754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Heritage Family Offices held 4,614 shares of iShares ESG Aware MSCI EAFE ETF worth $474K as of Q2 2026.
iShares ESG Aware MSCI EAFE ETF was a new Heritage Family Offices position in Q2 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.18% of Heritage Family Offices's portfolio in Q2 2026, its #102 holding.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.