IMA Advisory Services’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

IMA Advisory 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	$3.02M	Buy	29,336 +453	+2%	+$46K	0.19%	96
2026 Q1	$2.76M	Hold	28,883	–	–	0.27%	75
2025 Q4	$2.75M	Buy	28,883 +518	+2%	+$48.8K	0.26%	77
2025 Q3	$2.64M	Hold	28,365	–	–	0.27%	71
2025 Q2	$2.53M	Buy	28,365 +523	+2%	+$44.6K	0.27%	70
2025 Q1	$2.27M	Hold	27,842	–	–	0.27%	69
2024 Q4	$2.12M	Buy	+27,842	New	+$2.22M	0.26%	75

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

IMA Advisory Services's ESGD Position: Q2 2026 in Review

IMA Advisory Services increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.6% in Q2 2026, buying an estimated $46K and bringing the position to 29,336 shares worth $3.02M. The position accounts for 0.19% of the portfolio, ranked #96.

IMA Advisory Services first reported a position in ESGD in Q4 2024 and has held it in 7 quarters since. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

IMA Advisory Services held 29,336 shares of iShares ESG Aware MSCI EAFE ETF worth $3.02M as of Q2 2026.
IMA Advisory Services bought 453 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $46K.
iShares ESG Aware MSCI EAFE ETF made up 0.19% of IMA Advisory Services's portfolio in Q2 2026, its #96 holding.
IMA Advisory Services first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.