Range Advisory, LLC’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Range Advisory, LLC’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	$1.43M	Buy	13,864 +503	+4%	+$51.1K	0.17%	77
2026 Q1	$1.28M	Buy	13,361 +5,672	+74%	+$561K	0.24%	63
2025 Q4	$731K	Buy	+7,689	New	+$725K	0.19%	70

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

Range Advisory, LLC's ESGD Position: Q2 2026 in Review

Range Advisory, LLC increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 3.8% in Q2 2026, buying an estimated $51.1K and bringing the position to 13,864 shares worth $1.43M. The position accounts for 0.17% of the portfolio, ranked #77.

Range Advisory, LLC first reported a position in ESGD in Q4 2025 and has held it in 3 quarters since. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Range Advisory, LLC held 13,864 shares of iShares ESG Aware MSCI EAFE ETF worth $1.43M as of Q2 2026.
Range Advisory, LLC bought 503 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $51.1K.
iShares ESG Aware MSCI EAFE ETF made up 0.17% of Range Advisory, LLC's portfolio in Q2 2026, its #77 holding.
Range Advisory, LLC first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Range Advisory, LLC's 13F filing for Q2 2026, filed 2 Sep 2026.