Kingswood Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Kingswood Wealth Advisors’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	$890K	Buy	8,652 +14	+0.2%	+$1.42K	0.04%	437
2026 Q1	$826K	Sell	8,638 -1,119	-11%	-$111K	0.04%	416
2025 Q4	$928K	Buy	9,757 +1,356	+16%	+$128K	0.04%	367
2025 Q3	$781K	Sell	8,401 -469	-5%	-$42.4K	0.05%	354
2025 Q2	$791K	Buy	8,870 +62	+0.7%	+$5.29K	0.06%	304
2025 Q1	$720K	Sell	8,808 -107	-1%	-$8.63K	0.07%	317
2024 Q4	$679K	Buy	8,915 +401	+5%	+$31.9K	0.05%	357
2024 Q3	$717K	Buy	8,514 +328	+4%	+$26.5K	0.05%	365
2024 Q2	$645K	Buy	8,186 +622	+8%	+$49.4K	0.06%	318
2024 Q1	$605K	Buy	+7,564	New	+$579K	0.07%	299

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

Kingswood Wealth Advisors's ESGD Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.16% in Q2 2026, buying an estimated $1.42K and bringing the position to 8,652 shares worth $890K. The position accounts for 0.04% of the portfolio, ranked #437.

Kingswood Wealth Advisors first reported a position in ESGD in Q1 2024 and has held it in 10 quarters since. The position peaked at $928K in Q4 2025. 755 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Kingswood Wealth Advisors held 8,652 shares of iShares ESG Aware MSCI EAFE ETF worth $890K as of Q2 2026.
Kingswood Wealth Advisors bought 14 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $1.42K.
iShares ESG Aware MSCI EAFE ETF made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #437 holding.
Kingswood Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
Kingswood Wealth Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $928K in Q4 2025.
755 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.