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J. Mark Nickell & Co’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

J. Mark Nickell & Co’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 		$316K Sell
3,073
-616
-17% -$62.6K 0.25% 25
2026
Q1 		$353K Hold
3,689
– – 0.32% 21
2025
Q4 		$351K Buy
+3,689
New +$348K 0.32% 22

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

J. Mark Nickell & Co's ESGD Position: Q2 2026 in Review

J. Mark Nickell & Co reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 17% in Q2 2026, selling an estimated $62.6K and leaving 3,073 shares worth $316K. The position accounts for 0.25% of the portfolio, ranked #25.

J. Mark Nickell & Co first reported a position in ESGD in Q4 2025 and has held it in 3 quarters since. The position peaked at $353K in Q1 2026. 755 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • J. Mark Nickell & Co held 3,073 shares of iShares ESG Aware MSCI EAFE ETF worth $316K as of Q2 2026.
  • J. Mark Nickell & Co sold 616 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $62.6K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.25% of J. Mark Nickell & Co's portfolio in Q2 2026, its #25 holding.
  • J. Mark Nickell & Co first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • J. Mark Nickell & Co's iShares ESG Aware MSCI EAFE ETF position peaked at $353K in Q1 2026.
  • 755 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on J. Mark Nickell & Co's 13F filing for Q2 2026, filed 11 Aug 2026.