HFS
ESGD icon

Howard Financial Services’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Howard Financial Services’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 		$231K Buy
2,244
+18
+0.8% +$1.83K 0.02% 229
2026
Q1 		$213K Hold
2,226
– – 0.02% 212
2025
Q4 		$212K Buy
2,226
+22
+1% +$2.07K 0.02% 195
2025
Q3 		$205K Buy
+2,204
New +$199K 0.03% 184
2025
Q2 		– Sell
-2,474
Closed -$202K – 189
2025
Q1 		$202K Buy
+2,474
New +$200K 0.03% 176
2024
Q4 		– Sell
-2,596
Closed -$219K – 189
2024
Q3 		$219K Buy
+2,596
New +$210K 0.03% 152

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

Howard Financial Services's ESGD Position: Q2 2026 in Review

Howard Financial Services increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.81% in Q2 2026, buying an estimated $1.83K and bringing the position to 2,244 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #229.

Howard Financial Services first reported a position in ESGD in Q3 2024 and has held it in 6 quarters since. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Howard Financial Services held 2,244 shares of iShares ESG Aware MSCI EAFE ETF worth $231K as of Q2 2026.
  • Howard Financial Services bought 18 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $1.83K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.02% of Howard Financial Services's portfolio in Q2 2026, its #229 holding.
  • Howard Financial Services first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2024 and has held it in 6 quarters since.
  • 757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.