JSF Financial’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

JSF Financial’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	$253K	Buy	2,460 +37	+2%	+$3.76K	0.04%	131
2026 Q1	$232K	Sell	2,423 -344	-12%	-$34K	0.05%	118
2025 Q4	$263K	Sell	2,767 -95	-3%	-$8.96K	0.05%	112
2025 Q3	$266K	Buy	2,862 +358	+14%	+$32.4K	0.06%	105
2025 Q2	$223K	Sell	2,504 -3,217	-56%	-$274K	0.05%	119
2025 Q1	$467K	Buy	5,721 +831	+17%	+$67.1K	0.12%	81
2024 Q4	$372K	Sell	4,890 -271	-5%	-$21.6K	0.1%	94
2024 Q3	$434K	Hold	5,161	–	–	0.13%	80
2024 Q2	$407K	Buy	5,161 +663	+15%	+$52.7K	0.12%	79
2024 Q1	$359K	Sell	4,498 -395	-8%	-$30.3K	0.11%	84
2023 Q4	$370K	Buy	4,893 +565	+13%	+$40K	0.13%	77
2023 Q3	$299K	Buy	4,328 +1,199	+38%	+$86.3K	0.12%	82
2023 Q2	$228K	Buy	+3,129	New	+$228K	0.08%	95
2022 Q2	–	Sell	-3,256	Closed	-$240K	–	107
2022 Q1	$240K	Buy	+3,256	New	+$245K	0.1%	96

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JSF Financial's ESGD Position: Q2 2026 in Review

JSF Financial increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.5% in Q2 2026, buying an estimated $3.76K and bringing the position to 2,460 shares worth $253K. The position accounts for 0.04% of the portfolio, ranked #131.

JSF Financial first reported a position in ESGD in Q1 2022 and has held it in 14 quarters since. The position peaked at $467K in Q1 2025. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

JSF Financial held 2,460 shares of iShares ESG Aware MSCI EAFE ETF worth $253K as of Q2 2026.
JSF Financial bought 37 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $3.76K.
iShares ESG Aware MSCI EAFE ETF made up 0.04% of JSF Financial's portfolio in Q2 2026, its #131 holding.
JSF Financial first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2022 and has held it in 14 quarters since.
JSF Financial's iShares ESG Aware MSCI EAFE ETF position peaked at $467K in Q1 2025.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.