HWA
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Hilltop Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Hilltop Wealth 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 		$3.65M Sell
35,550
-125
-0.4% -$12.7K 1.81% 13
2026
Q1 		$3.41M Buy
35,675
+34
+0.1% +$3.36K 2.04% 12
2025
Q4 		$3.39M Buy
35,641
+148
+0.4% +$14K 1.7% 18
2025
Q3 		$3.3M Buy
35,493
+66
+0.2% +$5.97K 1.72% 18
2025
Q2 		$3.16M Buy
35,427
+9,461
+36% +$807K 1.78% 14
2025
Q1 		$2.12M Sell
25,966
-631
-2% -$50.9K 1.2% 18
2024
Q4 		$2.03M Sell
26,597
-2,441
-8% -$194K 1.02% 19
2024
Q3 		$2.44M Sell
29,038
-104
-0.4% -$8.4K 1.14% 18
2024
Q2 		$2.3M Sell
29,142
-572
-2% -$45.4K 1.15% 18
2024
Q1 		$2.37M Buy
29,714
+5
+0% +$383 1.21% 20
2023
Q4 		$2.24M Buy
29,709
+1,746
+6% +$124K 1.28% 18
2023
Q3 		$1.93M Buy
27,963
+2,369
+9% +$171K 1.5% 15
2023
Q2 		$1.87M Buy
25,594
+2,860
+13% +$209K 1.38% 16
2023
Q1 		$1.63M Sell
22,734
-1,460
-6% -$102K 1.31% 18
2022
Q4 		$1.59M Sell
24,194
-8,521
-26% -$535K 1.35% 17
2022
Q3 		$1.84M Buy
32,715
+1,529
+5% +$95.8K 1.89% 15
2022
Q2 		$1.96M Buy
31,186
+1,582
+5% +$108K 1.91% 13
2022
Q1 		$2.18M Buy
29,604
+7,868
+36% +$593K 1.86% 12
2021
Q4 		$1.73M Buy
21,736
+3,195
+17% +$254K 1.2% 14
2021
Q3 		$1.45M Buy
18,541
+3,605
+24% +$289K 1.02% 14
2021
Q2 		$1.18M Buy
14,936
+3,399
+29% +$271K 0.83% 15
2021
Q1 		$876K Buy
11,537
+3,082
+36% +$232K 0.67% 15
2020
Q4 		$618K Buy
8,455
+883
+12% +$60.3K 0.55% 15
2020
Q3 		$481K Sell
7,572
-501
-6% -$32K 0.49% 15
2020
Q2 		$489K Sell
8,073
-450
-5% -$25.8K 0.54% 15
2020
Q1 		$453K Buy
8,523
+4,406
+107% +$277K 0.55% 12
2019
Q4 		$283K Buy
+4,117
New +$274K 0.29% 24

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

Hilltop Wealth Advisors's ESGD Position: Q2 2026 in Review

Hilltop Wealth Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.35% in Q2 2026, selling an estimated $12.7K and leaving 35,550 shares worth $3.65M. The position accounts for 1.81% of the portfolio, ranked #13.

Hilltop Wealth Advisors first reported a position in ESGD in Q4 2019 and has held it in 27 quarters since. 759 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Hilltop Wealth Advisors held 35,550 shares of iShares ESG Aware MSCI EAFE ETF worth $3.65M as of Q2 2026.
  • Hilltop Wealth Advisors sold 125 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $12.7K.
  • iShares ESG Aware MSCI EAFE ETF made up 1.81% of Hilltop Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • Hilltop Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
  • 759 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.