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ESGD icon

Jordan Park Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Jordan Park 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 		$968K Hold
9,413
– – 0.05% 55
2026
Q1 		$900K Buy
9,413
+401
+4% +$39.7K 0.05% 54
2025
Q4 		$857K Sell
9,012
-297
-3% -$28K 0.05% 50
2025
Q3 		$866K Hold
9,309
– – 0.05% 49
2025
Q2 		$831K Sell
9,309
-1,274
-12% -$109K 0.05% 49
2025
Q1 		$865K Sell
10,583
-385
-4% -$31.1K 0.06% 44
2024
Q4 		$835K Buy
10,968
+44
+0.4% +$3.5K 0.06% 48
2024
Q3 		$919K Hold
10,924
– – 0.06% 47
2024
Q2 		$861K Buy
10,924
+3,630
+50% +$288K 0.07% 36
2024
Q1 		$583K Sell
7,294
-3,475
-32% -$266K 0.04% 44
2023
Q4 		$813K Buy
10,769
+69
+0.6% +$4.89K 0.06% 40
2023
Q3 		$740K Buy
10,700
+3
+0% +$216 0.05% 36
2023
Q2 		$780K Buy
10,697
+106
+1% +$7.73K 0.05% 36
2023
Q1 		$761K Sell
10,591
-378
-3% -$26.5K 0.05% 36
2022
Q4 		$721K Buy
10,969
+27
+0.2% +$1.7K 0.06% 35
2022
Q3 		$614K Buy
10,942
+4,778
+78% +$300K 0.05% 31
2022
Q2 		$387K Buy
+6,164
New +$421K 0.04% 38

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

Jordan Park Group's ESGD Position: Q2 2026 in Review

Jordan Park Group held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 9,413 shares worth $968K. The position accounts for 0.05% of the portfolio, ranked #55.

Jordan Park Group first reported a position in ESGD in Q2 2022 and has held it in 17 quarters since. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Jordan Park Group held 9,413 shares of iShares ESG Aware MSCI EAFE ETF worth $968K as of Q2 2026.
  • Jordan Park Group left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 0.05% of Jordan Park Group's portfolio in Q2 2026, its #55 holding.
  • Jordan Park Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2022 and has held it in 17 quarters since.
  • 757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Jordan Park Group's 13F filing for Q2 2026, filed 11 Aug 2026.