Independent Advisor Alliance’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Independent Advisor Alliance’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	–	Sell	-4,003	Closed	-$383K	–	1192
2026 Q1	$383K	Buy	+4,003	New	+$396K	﹤0.01%	1224
2025 Q1	–	Sell	-3,192	Closed	-$243K	–	947
2024 Q4	$243K	Buy	+3,192	New	+$254K	﹤0.01%	1222
2020 Q1	–	Sell	-31,237	Closed	-$2.15M	–	520
2019 Q4	$2.15M	Buy	+31,237	New	+$2.08M	0.09%	227

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

Independent Advisor Alliance's ESGD Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026, closing a stake of 4,003 shares — an estimated $383K sold.

Independent Advisor Alliance first reported a position in ESGD in Q4 2019 and held it in 3 quarters. The position peaked at $2.15M in Q4 2019. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 4,003 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $383K.
Independent Advisor Alliance first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's iShares ESG Aware MSCI EAFE ETF position peaked at $2.15M in Q4 2019.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.