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Integris Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Integris 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 		$4.1M Sell
39,848
-487
-1% -$49.5K 0.83% 20
2026
Q1 		$3.86M Sell
40,335
-1,872
-4% -$185K 0.89% 20
2025
Q4 		$4.01M Sell
42,207
-347
-0.8% -$32.7K 0.91% 21
2025
Q3 		$3.96M Sell
42,554
-765
-2% -$69.2K 0.96% 19
2025
Q2 		$3.86M Sell
43,319
-583
-1% -$49.7K 1.01% 19
2025
Q1 		$3.59M Hold
43,902
– – 1.02% 19
2024
Q4 		$3.34M Buy
43,902
+906
+2% +$72.1K 0.94% 19
2024
Q3 		$3.62M Buy
42,996
+185
+0.4% +$14.9K 1.01% 20
2024
Q2 		$3.37M Sell
42,811
-1,200
-3% -$95.3K 0.97% 21
2024
Q1 		$3.52M Sell
44,011
-1,625
-4% -$124K 0.97% 22
2023
Q4 		$3.45M Buy
45,636
+156
+0.3% +$11K 1.02% 21
2023
Q3 		$3.14M Buy
45,480
+1,138
+3% +$81.9K 1.03% 21
2023
Q2 		$3.23M Buy
44,342
+1,855
+4% +$135K 1.14% 18
2023
Q1 		$3.05M Buy
42,487
+3,124
+8% +$219K 1.12% 17
2022
Q4 		$2.59M Buy
+39,363
New +$2.47M 1.01% 18

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

Integris Wealth Management's ESGD Position: Q2 2026 in Review

Integris Wealth Management reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.2% in Q2 2026, selling an estimated $49.5K and leaving 39,848 shares worth $4.1M. The position accounts for 0.83% of the portfolio, ranked #20.

Integris Wealth Management first reported a position in ESGD in Q4 2022 and has held it in 15 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Integris Wealth Management held 39,848 shares of iShares ESG Aware MSCI EAFE ETF worth $4.1M as of Q2 2026.
  • Integris Wealth Management sold 487 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $49.5K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.83% of Integris Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Integris Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

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