Investor's Fiduciary Advisor Network’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Investor's Fiduciary Advisor Network’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	–	Sell	-8,805	Closed	-$841K	–	238
2026 Q1	$841K	Sell	8,805 -713	-7%	-$70.5K	0.26%	104
2025 Q4	$905K	Buy	9,518 +2	+0%	+$189	0.19%	117
2025 Q3	$884K	Buy	9,516 +2,081	+28%	+$188K	0.3%	91
2025 Q2	$663K	Buy	7,435 +2,936	+65%	+$250K	0.25%	108
2025 Q1	$367K	Hold	4,499	–	–	0.17%	124
2024 Q4	$342K	Buy	+4,499	New	+$358K	0.13%	156

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Investor's Fiduciary Advisor Network's ESGD Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026, closing a stake of 8,805 shares — an estimated $841K sold.

Investor's Fiduciary Advisor Network first reported a position in ESGD in Q4 2024 and held it in 6 quarters. The position peaked at $905K in Q4 2025. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Investor's Fiduciary Advisor Network reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Investor's Fiduciary Advisor Network sold 8,805 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $841K.
Investor's Fiduciary Advisor Network first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2024 and held it in 6 quarters.
Investor's Fiduciary Advisor Network's iShares ESG Aware MSCI EAFE ETF position peaked at $905K in Q4 2025.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.