IRP
ESGD icon

Investment Research Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Investment Research Partners’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 		$288K Sell
2,801
-164
-6% -$16.7K 0.1% 224
2026
Q1 		$284K Hold
2,965
– – 0.12% 193
2025
Q4 		$282K Sell
2,965
-134
-4% -$12.6K 0.12% 184
2025
Q3 		$294K Buy
+3,099
New +$280K 0.13% 173

Other funds holding ESGD

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
TWIM
TIAA Wealth Investment Management New York $15B AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Investment Research Partners's ESGD Position: Q2 2026 in Review

Investment Research Partners reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 5.5% in Q2 2026, selling an estimated $16.7K and leaving 2,801 shares worth $288K. The position accounts for 0.1% of the portfolio, ranked #224.

Investment Research Partners first reported a position in ESGD in Q3 2025 and has held it in 4 quarters since. The position peaked at $294K in Q3 2025. 622 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Investment Research Partners held 2,801 shares of iShares ESG Aware MSCI EAFE ETF worth $288K as of Q2 2026.
  • Investment Research Partners sold 164 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $16.7K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.1% of Investment Research Partners's portfolio in Q2 2026, its #224 holding.
  • Investment Research Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2025 and has held it in 4 quarters since.
  • Investment Research Partners's iShares ESG Aware MSCI EAFE ETF position peaked at $294K in Q3 2025.
  • 622 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.