JFA
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JNBA Financial Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

JNBA Financial 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 		$7.66M Sell
74,525
-103
-0.1% -$10.5K 0.58% 32
2026
Q1 		$7.14M Buy
74,628
+4,326
+6% +$428K 0.59% 33
2025
Q4 		$6.69M Buy
70,302
+4,296
+7% +$405K 0.58% 30
2025
Q3 		$6.14M Buy
66,006
+664
+1% +$60.1K 0.56% 32
2025
Q2 		$5.83M Buy
65,342
+925
+1% +$78.9K 0.56% 34
2025
Q1 		$5.26M Sell
64,417
-4,031
-6% -$325K 0.55% 33
2024
Q4 		$5.21M Buy
68,448
+2,043
+3% +$163K 0.53% 33
2024
Q3 		$5.59M Buy
66,405
+14,367
+28% +$1.16M 0.56% 34
2024
Q2 		$4.1M Buy
52,038
+1,684
+3% +$134K 0.43% 42
2024
Q1 		$4.02M Buy
50,354
+5,112
+11% +$392K 0.42% 44
2023
Q4 		$3.42M Buy
45,242
+275
+0.6% +$19.5K 0.39% 50
2023
Q3 		$3.11M Buy
44,967
+320
+0.7% +$23K 0.39% 50
2023
Q2 		$3.26M Buy
44,647
+231
+0.5% +$16.9K 0.39% 51
2023
Q1 		$3.19M Buy
44,416
+2,046
+5% +$144K 0.42% 52
2022
Q4 		$2.79M Sell
42,370
-610
-1% -$38.3K 0.39% 51
2022
Q3 		$2.41M Buy
42,980
+327
+0.8% +$20.5K 0.37% 53
2022
Q2 		$2.68M Buy
42,653
+3,147
+8% +$215K 0.41% 48
2022
Q1 		$2.91M Buy
39,506
+3,640
+10% +$274K 0.39% 49
2021
Q4 		$2.85M Buy
35,866
+4,499
+14% +$358K 0.35% 55
2021
Q3 		$2.46M Buy
31,367
+7,820
+33% +$628K 0.33% 56
2021
Q2 		$1.86M Buy
23,547
+4,061
+21% +$323K 0.25% 66
2021
Q1 		$1.48M Buy
19,486
+6,237
+47% +$470K 0.21% 72
2020
Q4 		$968K Buy
13,249
+7,658
+137% +$523K 0.16% 85
2020
Q3 		$355K Buy
5,591
+21
+0.4% +$1.34K 0.07% 112
2020
Q2 		$337K Buy
5,570
+182
+3% +$10.4K 0.07% 115
2020
Q1 		$286K Buy
5,388
+5,348
+13,370% +$337K 0.07% 117
2019
Q4 		$3K Hold
40
– – ﹤0.01% 527
2019
Q3 		$3K Hold
40
– – ﹤0.01% 507
2019
Q2 		$3K Buy
+40
New +$2.55K ﹤0.01% 556

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

JNBA Financial Advisors's ESGD Position: Q2 2026 in Review

JNBA Financial Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.14% in Q2 2026, selling an estimated $10.5K and leaving 74,525 shares worth $7.66M. The position accounts for 0.58% of the portfolio, ranked #32.

JNBA Financial Advisors first reported a position in ESGD in Q2 2019 and has held it in 29 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • JNBA Financial Advisors held 74,525 shares of iShares ESG Aware MSCI EAFE ETF worth $7.66M as of Q2 2026.
  • JNBA Financial Advisors sold 103 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $10.5K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.58% of JNBA Financial Advisors's portfolio in Q2 2026, its #32 holding.
  • JNBA Financial Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2019 and has held it in 29 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.