Ipsen Advisor Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Ipsen Advisor Group’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	$1.3M	Buy	12,668 +269	+2%	+$27.3K	0.84%	31
2026 Q1	$1.19M	Buy	12,399 +46	+0.4%	+$4.55K	0.83%	35
2025 Q4	$1.17M	Sell	12,353 -72	-0.6%	-$6.79K	0.83%	36
2025 Q3	$1.16M	Sell	12,425 -151	-1%	-$13.7K	0.83%	31
2025 Q2	$1.12M	Buy	12,576 +21	+0.2%	+$1.79K	0.85%	31
2025 Q1	$1.03M	Sell	12,555 -946	-7%	-$76.3K	0.88%	33
2024 Q4	$1.03M	Buy	+13,501	New	+$1.07M	0.88%	30
2022 Q4	$1.8M	Buy	+27,402	New	+$1.72M	2.08%	11

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

Ipsen Advisor Group's ESGD Position: Q2 2026 in Review

Ipsen Advisor Group increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2.2% in Q2 2026, buying an estimated $27.3K and bringing the position to 12,668 shares worth $1.3M. The position accounts for 0.84% of the portfolio, ranked #31.

Ipsen Advisor Group first reported a position in ESGD in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.8M in Q4 2022. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Ipsen Advisor Group held 12,668 shares of iShares ESG Aware MSCI EAFE ETF worth $1.3M as of Q2 2026.
Ipsen Advisor Group bought 269 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $27.3K.
iShares ESG Aware MSCI EAFE ETF made up 0.84% of Ipsen Advisor Group's portfolio in Q2 2026, its #31 holding.
Ipsen Advisor Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and has held it in 8 quarters since.
Ipsen Advisor Group's iShares ESG Aware MSCI EAFE ETF position peaked at $1.8M in Q4 2022.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.