L & S Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

L & S 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	$213K	Buy	+2,068	New	+$210K	0.02%	222
2024 Q4	–	Sell	-2,419	Closed	-$204K	–	351
2024 Q3	$204K	Buy	+2,419	New	+$195K	0.02%	334
2023 Q3	–	Sell	-5,129	Closed	-$374K	–	302
2023 Q2	$374K	Sell	5,129 -11,854	-70%	-$865K	0.05%	234
2023 Q1	$1.22M	Buy	+16,983	New	+$1.19M	0.17%	130

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

L & S Advisors's ESGD Position: Q2 2026 in Review

L & S Advisors opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026: 2,068 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #222 among its holdings. This is a return to the name: L & S Advisors previously reported a position in ESGD as recently as Q3 2024.

L & S Advisors first reported a position in ESGD in Q1 2023 and has held it in 4 quarters since. The position peaked at $1.22M in Q1 2023. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

L & S Advisors held 2,068 shares of iShares ESG Aware MSCI EAFE ETF worth $213K as of Q2 2026.
iShares ESG Aware MSCI EAFE ETF was a new L & S Advisors position in Q2 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.02% of L & S Advisors's portfolio in Q2 2026, its #222 holding.
L & S Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2023 and has held it in 4 quarters since.
L & S Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $1.22M in Q1 2023.
757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on L & S Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.