IFWM
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Institute for Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Institute for Wealth Management’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 		$14.9K Buy
+145
New +$14.7K ﹤0.01% 1220
2020
Q1 		– Sell
-845
Closed -$58K – 456
2019
Q4 		$58K Buy
+845
New +$56.3K 0.01% 508

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

Institute for Wealth Management's ESGD Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026: 145 shares worth $14.9K. The stake represents ﹤0.01% of the portfolio and ranks #1220 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in ESGD as recently as Q4 2019.

Institute for Wealth Management first reported a position in ESGD in Q4 2019 and has held it in 2 quarters since. The position peaked at $58K in Q4 2019. 760 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Institute for Wealth Management held 145 shares of iShares ESG Aware MSCI EAFE ETF worth $14.9K as of Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF was a new Institute for Wealth Management position in Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1220 holding.
  • Institute for Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2019 and has held it in 2 quarters since.
  • Institute for Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $58K in Q4 2019.
  • 760 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.