JFG
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JMG Financial Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

JMG Financial 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 		$2.75M Sell
26,718
-970
-4% -$98.5K 0.07% 49
2026
Q1 		$2.65M Buy
27,688
+45
+0.2% +$4.45K 0.07% 47
2025
Q4 		$2.63M Sell
27,643
-4,331
-14% -$408K 0.07% 46
2025
Q3 		$2.97M Hold
31,974
– – 0.08% 46
2025
Q2 		$2.85M Sell
31,974
-1,024
-3% -$87.3K 0.09% 47
2025
Q1 		$2.7M Sell
32,998
-2,819
-8% -$227K 0.09% 47
2024
Q4 		$2.73M Sell
35,817
-28
-0.1% -$2.23K 0.09% 46
2024
Q3 		$3.02M Buy
35,845
+176
+0.5% +$14.2K 0.1% 45
2024
Q2 		$2.81M Hold
35,669
– – 0.1% 46
2024
Q1 		$2.85M Hold
35,669
– – 0.11% 44
2023
Q4 		$2.69M Buy
35,669
+21,000
+143% +$1.49M 0.11% 45
2023
Q3 		$1.01M Buy
14,669
+3,540
+32% +$255K 0.05% 64
2023
Q2 		$812K Hold
11,129
– – 0.04% 70
2023
Q1 		$800K Sell
11,129
-355
-3% -$24.9K 0.04% 67
2022
Q4 		$755K Buy
11,484
+1,840
+19% +$116K 0.04% 61
2022
Q3 		$541K Buy
9,644
+1,784
+23% +$112K 0.04% 67
2022
Q2 		$493K Buy
7,860
+1,085
+16% +$74.1K 0.03% 70
2022
Q1 		$500K Buy
6,775
+1,597
+31% +$120K 0.03% 59
2021
Q4 		$411K Buy
5,178
+420
+9% +$33.4K 0.02% 65
2021
Q3 		$373K Hold
4,758
– – 0.02% 66
2021
Q2 		$376K Buy
+4,758
New +$379K 0.02% 66

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

JMG Financial Group's ESGD Position: Q2 2026 in Review

JMG Financial Group reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 3.5% in Q2 2026, selling an estimated $98.5K and leaving 26,718 shares worth $2.75M. The position accounts for 0.07% of the portfolio, ranked #49.

JMG Financial Group first reported a position in ESGD in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.02M in Q3 2024. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • JMG Financial Group held 26,718 shares of iShares ESG Aware MSCI EAFE ETF worth $2.75M as of Q2 2026.
  • JMG Financial Group sold 970 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $98.5K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.07% of JMG Financial Group's portfolio in Q2 2026, its #49 holding.
  • JMG Financial Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2021 and has held it in 21 quarters since.
  • JMG Financial Group's iShares ESG Aware MSCI EAFE ETF position peaked at $3.02M in Q3 2024.
  • 757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on JMG Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.