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JFS Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

JFS Wealth Advisors’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 		$27.2K Sell
265
-212
-44% -$21.5K ﹤0.01% 682
2026
Q1 		$45.6K Sell
477
-16
-3% -$1.58K ﹤0.01% 542
2025
Q4 		$46.9K Sell
493
-66
-12% -$6.22K ﹤0.01% 538
2025
Q3 		$52K Buy
559
+169
+43% +$15.3K ﹤0.01% 498
2025
Q2 		$34.8K Buy
+390
New +$33.3K ﹤0.01% 542

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

JFS Wealth Advisors's ESGD Position: Q2 2026 in Review

JFS Wealth Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 44% in Q2 2026, selling an estimated $21.5K and leaving 265 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

JFS Wealth Advisors first reported a position in ESGD in Q2 2025 and has held it in 5 quarters since. The position peaked at $52K in Q3 2025. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • JFS Wealth Advisors held 265 shares of iShares ESG Aware MSCI EAFE ETF worth $27.2K as of Q2 2026.
  • JFS Wealth Advisors sold 212 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $21.5K.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #682 holding.
  • JFS Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
  • JFS Wealth Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $52K in Q3 2025.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.