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Larson Financial Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Larson Financial Group’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 		$129K Buy
1,251
+752
+151% +$76.4K ﹤0.01% 1053
2026
Q1 		$47.7K Hold
499
– – ﹤0.01% 1381
2025
Q4 		$47.5K Sell
499
-54
-10% -$5.09K ﹤0.01% 1255
2025
Q3 		$51.5K Sell
553
-1,781
-76% -$161K ﹤0.01% 1148
2025
Q2 		$208K Buy
2,334
+1,682
+258% +$143K 0.01% 654
2025
Q1 		$53.2K Buy
652
+25
+4% +$2.02K ﹤0.01% 1005
2024
Q4 		$47.7K Buy
627
+28
+5% +$2.23K ﹤0.01% 918
2024
Q3 		$50.4K Sell
599
-10
-2% -$808 ﹤0.01% 910
2024
Q2 		$48K Buy
609
+92
+18% +$7.31K ﹤0.01% 822
2024
Q1 		$41.3K Buy
517
+33
+7% +$2.53K ﹤0.01% 738
2023
Q4 		$36.6K Buy
484
+4
+0.8% +$283 ﹤0.01% 711
2023
Q3 		$33.2K Buy
480
+15
+3% +$1.08K ﹤0.01% 710
2023
Q2 		$33.9K Buy
465
+226
+95% +$16.5K ﹤0.01% 627
2023
Q1 		$17.2K Buy
239
+108
+82% +$7.58K ﹤0.01% 784
2022
Q4 		$8.62K Buy
131
+90
+220% +$5.65K ﹤0.01% 905
2022
Q3 		$2K Sell
41
-549
-93% -$34.4K ﹤0.01% 1110
2022
Q2 		$37K Buy
+590
New +$40.3K 0.01% 430
2020
Q4 		– Sell
-50
Closed -$3K – 780
2020
Q3 		$3K Buy
+50
New +$3.19K ﹤0.01% 563

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

Larson Financial Group's ESGD Position: Q2 2026 in Review

Larson Financial Group increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 151% in Q2 2026, buying an estimated $76.4K and bringing the position to 1,251 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

Larson Financial Group first reported a position in ESGD in Q3 2020 and has held it in 18 quarters since. The position peaked at $208K in Q2 2025. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Larson Financial Group held 1,251 shares of iShares ESG Aware MSCI EAFE ETF worth $129K as of Q2 2026.
  • Larson Financial Group bought 752 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $76.4K.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1053 holding.
  • Larson Financial Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2020 and has held it in 18 quarters since.
  • Larson Financial Group's iShares ESG Aware MSCI EAFE ETF position peaked at $208K in Q2 2025.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.