HPC
ESGD icon

HM Payson & Co’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

HM Payson & Co’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 		$26.8K Hold
260
– – ﹤0.01% 822
2026
Q1 		$24.8K Hold
260
– – ﹤0.01% 815
2025
Q4 		$24.7K Sell
260
-10
-4% -$943 ﹤0.01% 803
2025
Q3 		$25.1K Buy
270
+12
+5% +$1.09K ﹤0.01% 805
2025
Q2 		$23.1K Buy
258
+1
+0.4% +$85 ﹤0.01% 765
2025
Q1 		$21K Hold
257
– – ﹤0.01% 782
2024
Q4 		$19.6K Hold
257
– – ﹤0.01% 777
2024
Q3 		$21.6K Buy
257
+24
+10% +$1.94K ﹤0.01% 758
2024
Q2 		$18.3K Sell
233
-17
-7% -$1.35K ﹤0.01% 774
2024
Q1 		$20K Sell
250
-275
-52% -$21.1K ﹤0.01% 750
2023
Q4 		$39.7K Sell
525
-5,053
-91% -$358K ﹤0.01% 633
2023
Q3 		$386K Buy
5,578
+5,303
+1,928% +$382K 0.01% 292
2023
Q2 		$20.1K Buy
+275
New +$20.1K ﹤0.01% 727
2022
Q3 		– Sell
-58
Closed -$4K – 1013
2022
Q2 		$4K Buy
+58
New +$3.96K ﹤0.01% 908
2022
Q1 		– Sell
-48
Closed -$4K – 1080
2021
Q4 		$4K Buy
48
+4
+9% +$318 ﹤0.01% 964
2021
Q3 		$3K Hold
44
– – ﹤0.01% 945
2021
Q2 		$3K Buy
+44
New +$3.5K ﹤0.01% 942
2020
Q2 		– Sell
-164
Closed -$9K – 878
2020
Q1 		$9K Sell
164
-1,000
-86% -$62.9K ﹤0.01% 746
2019
Q4 		$80K Buy
+1,164
New +$77.5K ﹤0.01% 505
2019
Q3 		– Sell
-8,465
Closed -$544K – 948
2019
Q2 		$544K Buy
+8,465
New +$540K 0.02% 260

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

HM Payson & Co's ESGD Position: Q2 2026 in Review

HM Payson & Co held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 260 shares worth $26.8K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

HM Payson & Co first reported a position in ESGD in Q2 2019 and has held it in 20 quarters since. The position peaked at $544K in Q2 2019. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • HM Payson & Co held 260 shares of iShares ESG Aware MSCI EAFE ETF worth $26.8K as of Q2 2026.
  • HM Payson & Co left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #822 holding.
  • HM Payson & Co first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2019 and has held it in 20 quarters since.
  • HM Payson & Co's iShares ESG Aware MSCI EAFE ETF position peaked at $544K in Q2 2019.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.