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Laurel Wealth Planning’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Laurel Wealth Planning’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 		$9.17M Sell
89,199
-3,396
-4% -$345K 4.06% 7
2026
Q1 		$8.85M Buy
92,595
+889
+1% +$88K 4.67% 5
2025
Q4 		$8.72M Sell
91,706
-284
-0.3% -$26.8K 4.83% 6
2025
Q3 		$8.55M Buy
91,990
+291
+0.3% +$26.3K 4.52% 7
2025
Q2 		$8.18M Sell
91,699
-3,883
-4% -$331K 4.65% 7
2025
Q1 		$7.81M Buy
95,582
+118
+0.1% +$9.52K 5.19% 5
2024
Q4 		$7.27M Buy
95,464
+4,251
+5% +$338K 4.69% 6
2024
Q3 		$7.68M Sell
91,213
-9,009
-9% -$728K 5.01% 6
2024
Q2 		$7.89M Sell
100,222
-10,808
-10% -$858K 5.49% 6
2024
Q1 		$8.87M Sell
111,030
-9,818
-8% -$752K 5.89% 5
2023
Q4 		$9.13M Sell
120,848
-2,282
-2% -$162K 6.46% 4
2023
Q3 		$8.51M Buy
123,130
+1,960
+2% +$141K 6.62% 2
2023
Q2 		$8.84M Sell
121,170
-11,100
-8% -$810K 6.31% 3
2023
Q1 		$9.5M Buy
132,270
+11,806
+10% +$829K 6.29% 2
2022
Q4 		$7.92M Buy
120,464
+12,802
+12% +$804K 5.11% 4
2022
Q3 		$6.04M Buy
107,662
+4,335
+4% +$272K 4.45% 5
2022
Q2 		$6.49M Buy
103,327
+4,374
+4% +$299K 4.56% 4
2022
Q1 		$7.3M Buy
98,953
+43,477
+78% +$3.27M 4.92% 3
2021
Q4 		$4.41M Sell
55,476
-6,666
-11% -$531K 3.34% 8
2021
Q3 		$4.87M Buy
62,142
+9,302
+18% +$747K 3.93% 6
2021
Q2 		$4.18M Buy
52,840
+6,178
+13% +$492K 3.64% 10
2021
Q1 		$3.54M Sell
46,662
-3,712
-7% -$280K 3.24% 13
2020
Q4 		$3.68M Buy
+50,374
New +$3.44M 3.59% 11

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

Laurel Wealth Planning's ESGD Position: Q2 2026 in Review

Laurel Wealth Planning reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 3.7% in Q2 2026, selling an estimated $345K and leaving 89,199 shares worth $9.17M. The position accounts for 4.06% of the portfolio, ranked #7.

Laurel Wealth Planning first reported a position in ESGD in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.5M in Q1 2023. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Laurel Wealth Planning held 89,199 shares of iShares ESG Aware MSCI EAFE ETF worth $9.17M as of Q2 2026.
  • Laurel Wealth Planning sold 3,396 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $345K.
  • iShares ESG Aware MSCI EAFE ETF made up 4.06% of Laurel Wealth Planning's portfolio in Q2 2026, its #7 holding.
  • Laurel Wealth Planning first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • Laurel Wealth Planning's iShares ESG Aware MSCI EAFE ETF position peaked at $9.5M in Q1 2023.
  • 757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Laurel Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.