Legacy Edge Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Legacy Edge 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	$4.38M	Buy	42,628 +415	+1%	+$42.2K	0.4%	45
2026 Q1	$4.04M	Buy	42,213 +3,902	+10%	+$386K	0.42%	44
2025 Q4	$3.64M	Buy	38,311 +3,267	+9%	+$308K	0.4%	43
2025 Q3	$3.26M	Buy	35,044 +4,560	+15%	+$413K	0.38%	42
2025 Q2	$2.72M	Buy	30,484 +629	+2%	+$53.6K	0.36%	41
2025 Q1	$2.44M	Buy	29,855 +2,433	+9%	+$196K	0.38%	38
2024 Q4	$2.09M	Buy	27,422 +244	+0.9%	+$19.4K	0.33%	40
2024 Q3	$2.29M	Buy	27,178 +545	+2%	+$44K	0.37%	42
2024 Q2	$2.1M	Buy	26,633 +126	+0.5%	+$10K	0.39%	39
2024 Q1	$2.12M	Buy	26,507 +1,177	+5%	+$90.2K	0.44%	39
2023 Q4	$1.91M	Buy	+25,330	New	+$1.79M	0.44%	45

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

Legacy Edge Advisors's ESGD Position: Q2 2026 in Review

Legacy Edge Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.98% in Q2 2026, buying an estimated $42.2K and bringing the position to 42,628 shares worth $4.38M. The position accounts for 0.4% of the portfolio, ranked #45.

Legacy Edge Advisors first reported a position in ESGD in Q4 2023 and has held it in 11 quarters since. 760 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Legacy Edge Advisors held 42,628 shares of iShares ESG Aware MSCI EAFE ETF worth $4.38M as of Q2 2026.
Legacy Edge Advisors bought 415 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $42.2K.
iShares ESG Aware MSCI EAFE ETF made up 0.4% of Legacy Edge Advisors's portfolio in Q2 2026, its #45 holding.
Legacy Edge Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
760 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.