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

Johnson Financial Group LLC (Colorado)’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 		$732K Sell
7,120
-10,070
-59% -$1.02M 0.04% 113
2026
Q1 		$1.64M Hold
17,190
– – 0.11% 41
2025
Q4 		$1.63M Buy
17,190
+810
+5% +$76.4K 0.1% 42
2025
Q3 		$1.52M Hold
16,380
– – 0.14% 26
2025
Q2 		$1.46M Hold
16,380
– – 0.14% 27
2025
Q1 		$1.34M Hold
16,380
– – 0.14% 29
2024
Q4 		$1.25M Buy
16,380
+648
+4% +$51.6K 0.15% 24
2024
Q3 		$1.32M Hold
15,732
– – 0.16% 18
2024
Q2 		$1.24M Sell
15,732
-1,627
-9% -$129K 0.16% 16
2024
Q1 		$1.39M Sell
17,359
-3,250
-16% -$249K 0.18% 20
2023
Q4 		$1.56M Hold
20,609
– – 0.2% 24
2023
Q3 		$1.42M Sell
20,609
-391
-2% -$28.2K 0.2% 16
2023
Q2 		$1.53M Sell
21,000
-728
-3% -$53.1K 0.21% 16
2023
Q1 		$1.56M Hold
21,728
– – 0.23% 16
2022
Q4 		$1.43M Buy
21,728
+15,327
+239% +$963K 0.24% 16
2022
Q3 		$359K Hold
6,401
– – 0.05% 37
2022
Q2 		$401K Sell
6,401
-1,125
-15% -$76.8K 0.08% 33
2022
Q1 		$555K Hold
7,526
– – 0.09% 29
2021
Q4 		$598K Hold
7,526
– – 0.1% 27
2021
Q3 		$589K Sell
7,526
-1,061
-12% -$85.2K 0.11% 29
2021
Q2 		$679K Sell
8,587
-2,265
-21% -$180K 0.13% 28
2021
Q1 		$824K Hold
10,852
– – 0.19% 18
2020
Q4 		$793K Sell
10,852
-636
-6% -$43.4K 0.22% 13
2020
Q3 		$729K Sell
11,488
-422
-4% -$26.9K 0.29% 10
2020
Q2 		$722K Sell
11,910
-1,143
-9% -$65.6K 0.26% 10
2020
Q1 		$694K Buy
13,053
+1,104
+9% +$69.5K 0.53% 11
2019
Q4 		$821K Hold
11,949
– – 0.55% 12
2019
Q3 		$766K Buy
11,949
+444
+4% +$28.1K 0.53% 10
2019
Q2 		$740K Hold
11,505
– – 0.47% 11
2019
Q1 		$727K Hold
11,505
– – 0.56% 9
2018
Q4 		$660K Buy
+11,505
New +$699K 0.36% 23

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

Johnson Financial Group LLC (Colorado)'s ESGD Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 59% in Q2 2026, selling an estimated $1.02M and leaving 7,120 shares worth $732K. The position accounts for 0.04% of the portfolio, ranked #113.

Johnson Financial Group LLC (Colorado) first reported a position in ESGD in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.64M in Q1 2026. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Johnson Financial Group LLC (Colorado) held 7,120 shares of iShares ESG Aware MSCI EAFE ETF worth $732K as of Q2 2026.
  • Johnson Financial Group LLC (Colorado) sold 10,070 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $1.02M.
  • iShares ESG Aware MSCI EAFE ETF made up 0.04% of Johnson Financial Group LLC (Colorado)'s portfolio in Q2 2026, its #113 holding.
  • Johnson Financial Group LLC (Colorado) first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2018 and has held it in 31 quarters since.
  • Johnson Financial Group LLC (Colorado)'s iShares ESG Aware MSCI EAFE ETF position peaked at $1.64M in Q1 2026.
  • 757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.