IWC
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Integrated Wealth Concepts’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Integrated Wealth Concepts’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 		$3.67M Buy
35,676
+9,976
+39% +$1.01M 0.02% 608
2026
Q1 		$2.46M Buy
25,700
+16,935
+193% +$1.68M 0.02% 683
2025
Q4 		$833K Sell
8,765
-16,343
-65% -$1.54M 0.01% 853
2025
Q3 		$2.33M Buy
25,108
+1,639
+7% +$148K 0.02% 613
2025
Q2 		$2.09M Buy
23,469
+963
+4% +$82.1K 0.02% 602
2025
Q1 		$1.84M Sell
22,506
-360
-2% -$29K 0.02% 599
2024
Q4 		$1.74M Sell
22,866
-22,423
-50% -$1.78M 0.02% 607
2024
Q3 		$3.81M Buy
45,289
+16,838
+59% +$1.36M 0.05% 350
2024
Q2 		$2.24M Sell
28,451
-1,828
-6% -$145K 0.03% 482
2024
Q1 		$2.42M Buy
30,279
+713
+2% +$54.6K 0.04% 452
2023
Q4 		$2.23M Buy
29,566
+223
+0.8% +$15.8K 0.04% 441
2023
Q3 		$2.03M Sell
29,343
-1,208
-4% -$87K 0.04% 448
2023
Q2 		$2.23M Sell
30,551
-10,377
-25% -$757K 0.04% 423
2023
Q1 		$2.94M Buy
40,928
+12,244
+43% +$859K 0.06% 293
2022
Q4 		$1.89M Buy
28,684
+6,898
+32% +$433K 0.05% 335
2022
Q3 		$1.22M Sell
21,786
-5,170
-19% -$324K 0.04% 384
2022
Q2 		$1.69M Buy
26,956
+3,857
+17% +$263K 0.05% 317
2022
Q1 		$1.7M Buy
23,099
+3,280
+17% +$247K 0.05% 287
2021
Q4 		$1.57M Buy
19,819
+5,934
+43% +$472K 0.05% 306
2021
Q3 		$1.09M Buy
13,885
+420
+3% +$33.7K 0.04% 362
2021
Q2 		$1.06M Buy
13,465
+1,356
+11% +$108K 0.04% 347
2021
Q1 		$919K Buy
12,109
+2,122
+21% +$160K 0.04% 310
2020
Q4 		$729K Buy
9,987
+984
+11% +$67.2K 0.03% 316
2020
Q3 		$572K Buy
9,003
+655
+8% +$41.8K 0.04% 315
2020
Q2 		$506K Buy
+8,348
New +$479K 0.04% 279

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

Integrated Wealth Concepts's ESGD Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 39% in Q2 2026, buying an estimated $1.01M and bringing the position to 35,676 shares worth $3.67M. The position accounts for 0.02% of the portfolio, ranked #608.

Integrated Wealth Concepts first reported a position in ESGD in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.81M in Q3 2024. 760 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Integrated Wealth Concepts held 35,676 shares of iShares ESG Aware MSCI EAFE ETF worth $3.67M as of Q2 2026.
  • Integrated Wealth Concepts bought 9,976 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $1.01M.
  • iShares ESG Aware MSCI EAFE ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #608 holding.
  • Integrated Wealth Concepts first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2020 and has held it in 25 quarters since.
  • Integrated Wealth Concepts's iShares ESG Aware MSCI EAFE ETF position peaked at $3.81M in Q3 2024.
  • 760 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.