Independent Financial Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Independent Financial Group’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	$230K	Buy	+2,236	New	+$227K	﹤0.01%	1399

Other funds holding ESGD

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Independent Financial Group's ESGD Position: Q2 2026 in Review

Independent Financial Group opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026: 2,236 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #1399 among its holdings.

728 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Independent Financial Group held 2,236 shares of iShares ESG Aware MSCI EAFE ETF worth $230K as of Q2 2026.
iShares ESG Aware MSCI EAFE ETF was a new Independent Financial Group position in Q2 2026.
iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1399 holding.
728 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.