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Lake Street Private Wealth’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Lake Street Private Wealth’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 		$310K Buy
3,014
+47
+2% +$4.78K 0.04% 225
2026
Q1 		$284K Buy
2,967
+39
+1% +$3.86K 0.04% 214
2025
Q4 		$278K Buy
2,928
+69
+2% +$6.5K 0.03% 231
2025
Q3 		$266K Buy
2,859
+1
+0% +$90 0.03% 235
2025
Q2 		$255K Buy
2,858
+108
+4% +$9.21K 0.04% 226
2025
Q1 		$225K Hold
2,750
– – 0.04% 226
2024
Q4 		$209K Buy
2,750
+61
+2% +$4.85K 0.03% 234
2024
Q3 		$226K Hold
2,689
– – 0.04% 233
2024
Q2 		$212K Buy
2,689
+49
+2% +$3.89K 0.03% 303
2024
Q1 		$211K Buy
+2,640
New +$202K 0.03% 297

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

Lake Street Private Wealth's ESGD Position: Q2 2026 in Review

Lake Street Private Wealth increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.6% in Q2 2026, buying an estimated $4.78K and bringing the position to 3,014 shares worth $310K. The position accounts for 0.04% of the portfolio, ranked #225.

Lake Street Private Wealth first reported a position in ESGD in Q1 2024 and has held it in 10 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Lake Street Private Wealth held 3,014 shares of iShares ESG Aware MSCI EAFE ETF worth $310K as of Q2 2026.
  • Lake Street Private Wealth bought 47 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $4.78K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.04% of Lake Street Private Wealth's portfolio in Q2 2026, its #225 holding.
  • Lake Street Private Wealth first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.