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Kingsview Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Kingsview Wealth Management’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 		$328K Buy
3,186
+172
+6% +$17.5K ﹤0.01% 1149
2026
Q1 		$288K Sell
3,014
-97
-3% -$9.6K ﹤0.01% 1108
2025
Q4 		$296K Buy
3,111
+91
+3% +$8.58K ﹤0.01% 1026
2025
Q3 		$281K Sell
3,020
-70
-2% -$6.33K ﹤0.01% 989
2025
Q2 		$276K Sell
3,090
-105
-3% -$8.95K ﹤0.01% 974
2025
Q1 		$261K Sell
3,195
-481
-13% -$38.8K ﹤0.01% 941
2024
Q4 		$280K Sell
3,676
-148
-4% -$11.8K 0.01% 929
2024
Q3 		$322K Buy
3,824
+110
+3% +$8.89K 0.01% 863
2024
Q2 		$293K Buy
3,714
+1,154
+45% +$91.6K 0.01% 845
2024
Q1 		$205K Buy
+2,560
New +$196K 0.01% 963
2022
Q3 		– Sell
-3,204
Closed -$201K – 833
2022
Q2 		$201K Sell
3,204
-281
-8% -$19.2K 0.01% 765
2022
Q1 		$257K Buy
3,485
+220
+7% +$16.6K 0.01% 742
2021
Q4 		$259K Buy
3,265
+217
+7% +$17.3K 0.01% 784
2021
Q3 		$239K Buy
3,048
+160
+6% +$12.8K 0.01% 753
2021
Q2 		$229K Buy
2,888
+63
+2% +$5.01K 0.01% 790
2021
Q1 		$217K Buy
2,825
+40
+1% +$3.01K 0.01% 748
2020
Q4 		$203K Buy
+2,785
New +$190K 0.01% 655

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

Kingsview Wealth Management's ESGD Position: Q2 2026 in Review

Kingsview Wealth Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 5.7% in Q2 2026, buying an estimated $17.5K and bringing the position to 3,186 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

Kingsview Wealth Management first reported a position in ESGD in Q4 2020 and has held it in 17 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Kingsview Wealth Management held 3,186 shares of iShares ESG Aware MSCI EAFE ETF worth $328K as of Q2 2026.
  • Kingsview Wealth Management bought 172 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $17.5K.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1149 holding.
  • Kingsview Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and has held it in 17 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.