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Johnson Financial Group Inc (Wisconsin)’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$173K Sell
1,686
-17
-1% -$1.73K 0.01% 329
2026
Q1 		$163K Sell
1,703
-164
-9% -$16.2K 0.01% 343
2025
Q4 		$178K Sell
1,867
-191
-9% -$18K 0.01% 337
2025
Q3 		$191K Hold
2,058
– – 0.01% 359
2025
Q2 		$184K Buy
2,058
+620
+43% +$52.9K 0.01% 317
2025
Q1 		$117K Sell
1,438
-219
-13% -$17.7K 0.01% 443
2024
Q4 		$132K Buy
1,657
+12
+0.7% +$955 0.01% 340
2024
Q3 		$138K Hold
1,645
– – 0.01% 403
2024
Q2 		$130K Sell
1,645
-21
-1% -$1.67K 0.01% 360
2024
Q1 		$133K Buy
1,666
+547
+49% +$41.9K 0.01% 335
2023
Q4 		$84.5K Sell
1,119
-945
-46% -$66.9K ﹤0.01% 398
2023
Q3 		$143K Buy
2,064
+1,630
+376% +$117K 0.01% 276
2023
Q2 		$31.7K Buy
+434
New +$31.7K ﹤0.01% 451

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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

Johnson Financial Group Inc (Wisconsin)'s ESGD Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1% in Q2 2026, selling an estimated $1.73K and leaving 1,686 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #329.

Johnson Financial Group Inc (Wisconsin) first reported a position in ESGD in Q2 2023 and has held it in 13 quarters since. The position peaked at $191K in Q3 2025. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 1,686 shares of iShares ESG Aware MSCI EAFE ETF worth $173K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 17 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $1.73K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #329 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2023 and has held it in 13 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s iShares ESG Aware MSCI EAFE ETF position peaked at $191K in Q3 2025.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.