Impact Investors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Impact Investors’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	$11.4M	Sell	110,574 -7,536	-6%	-$766K	8.31%	2
2026 Q1	$11.3M	Sell	118,110 -2,196	-2%	-$217K	7.84%	2
2025 Q4	$11.4M	Buy	120,306 +20,868	+21%	+$1.97M	7.93%	2
2025 Q3	$9.25M	Buy	99,438 +14,599	+17%	+$1.32M	6.09%	4
2025 Q2	$7.57M	Buy	84,839 +1,453	+2%	+$124K	5.35%	4
2025 Q1	$6.81M	Buy	83,386 +4,404	+6%	+$355K	5.3%	5
2024 Q4	$6.01M	Buy	+78,982	New	+$6.28M	4.67%	5

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

Impact Investors's ESGD Position: Q2 2026 in Review

Impact Investors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 6.4% in Q2 2026, selling an estimated $766K and leaving 110,574 shares worth $11.4M. The position accounts for 8.31% of the portfolio, ranked #2.

Impact Investors first reported a position in ESGD in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.4M in Q4 2025. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Impact Investors held 110,574 shares of iShares ESG Aware MSCI EAFE ETF worth $11.4M as of Q2 2026.
Impact Investors sold 7,536 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $766K.
iShares ESG Aware MSCI EAFE ETF made up 8.31% of Impact Investors's portfolio in Q2 2026, its #2 holding.
Impact Investors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
Impact Investors's iShares ESG Aware MSCI EAFE ETF position peaked at $11.4M in Q4 2025.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Impact Investors's 13F filing for Q2 2026, filed 31 Jul 2026.