HighTower Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

HighTower Advisors’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	$52.9M	Sell	514,835 -7,383	-1%	-$750K	0.05%	366
2026 Q1	$49.9M	Buy	522,218 +2,992	+0.6%	+$296K	0.05%	352
2025 Q4	$49.4M	Sell	519,226 -754	-0.1%	-$71.1K	0.05%	356
2025 Q3	$48.3M	Sell	519,980 -1,551	-0.3%	-$140K	0.05%	349
2025 Q2	$46.5M	Sell	521,531 -27,288	-5%	-$2.33M	0.06%	334
2025 Q1	$44.8M	Sell	548,819 -8,912	-2%	-$719K	0.06%	312
2024 Q4	$42.5M	Sell	557,731 -14,832	-3%	-$1.18M	0.06%	321
2024 Q3	$48.2M	Buy	572,563 +1,470	+0.3%	+$119K	0.07%	285
2024 Q2	$45M	Sell	571,093 -3,568	-0.6%	-$283K	0.07%	282
2024 Q1	$45.9M	Buy	574,661 +4,035	+0.7%	+$309K	0.07%	274
2023 Q4	$43.1M	Sell	570,626 -7,677	-1%	-$544K	0.07%	271
2023 Q3	$40M	Buy	578,303 +9,123	+2%	+$657K	0.08%	259
2023 Q2	$41.5M	Sell	569,180 -4,414	-0.8%	-$322K	0.08%	247
2023 Q1	$41.2M	Buy	573,594 +26,636	+5%	+$1.87M	0.09%	241
2022 Q4	$36M	Buy	546,958 +362,551	+197%	+$22.8M	0.08%	260
2022 Q3	$10.4M	Buy	184,407 +9,012	+5%	+$565K	0.03%	562
2022 Q2	$11M	Sell	175,395 -81,627	-32%	-$5.57M	0.03%	539
2022 Q1	$19M	Buy	257,022 +29,350	+13%	+$2.21M	0.04%	396
2021 Q4	$18.1M	Sell	227,672 -20,981	-8%	-$1.67M	0.04%	413
2021 Q3	$19.5M	Buy	248,653 +54,402	+28%	+$4.37M	0.05%	348
2021 Q2	$15.4M	Buy	194,251 +45,951	+31%	+$3.66M	0.04%	376
2021 Q1	$11.3M	Buy	148,300 +65,832	+80%	+$4.96M	0.04%	443
2020 Q4	$6.02M	Buy	82,468 +34,979	+74%	+$2.39M	0.03%	528
2020 Q3	$3.01M	Buy	47,489 +7,282	+18%	+$465K	0.01%	728
2020 Q2	$2.44M	Buy	40,207 +6,868	+21%	+$394K	0.01%	735
2020 Q1	$1.77M	Buy	33,339 +4,482	+16%	+$282K	0.01%	785
2019 Q4	$1.98M	Buy	28,857 +452	+2%	+$30.1K	0.01%	859
2019 Q3	$1.82M	Buy	28,405 +10,183	+56%	+$644K	0.01%	915
2019 Q2	$1.17M	Buy	18,222 +13,930	+325%	+$889K	0.01%	1119
2019 Q1	$272K	Buy	4,292 +696	+19%	+$42.7K	﹤0.01%	1760
2018 Q4	$207K	Buy	+3,596	New	+$219K	﹤0.01%	1819

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

HighTower Advisors's ESGD Position: Q2 2026 in Review

HighTower Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.4% in Q2 2026, selling an estimated $750K and leaving 514,835 shares worth $52.9M. The position accounts for 0.05% of the portfolio, ranked #366.

HighTower Advisors first reported a position in ESGD in Q4 2018 and has held it in 31 quarters since. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

HighTower Advisors held 514,835 shares of iShares ESG Aware MSCI EAFE ETF worth $52.9M as of Q2 2026.
HighTower Advisors sold 7,383 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $750K.
iShares ESG Aware MSCI EAFE ETF made up 0.05% of HighTower Advisors's portfolio in Q2 2026, its #366 holding.
HighTower Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2018 and has held it in 31 quarters since.
757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.