Legacy Edge Advisors
ESGD icon

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
Q3 		$4.66M Buy
45,198
+2,570
+6% +$270K 0.41% 46
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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Legacy Edge Advisors's ESGD Position: Q3 2026 in Review

Legacy Edge Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 6% in Q3 2026, buying an estimated $270K and bringing the position to 45,198 shares worth $4.66M. The position accounts for 0.41% of the portfolio, ranked #46.

Legacy Edge Advisors first reported a position in ESGD in Q4 2023 and has held it in 12 quarters since. 689 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Legacy Edge Advisors held 45,198 shares of iShares ESG Aware MSCI EAFE ETF worth $4.66M as of Q3 2026.
  • Legacy Edge Advisors bought 2,570 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $270K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.41% of Legacy Edge Advisors's portfolio in Q3 2026, its #46 holding.
  • Legacy Edge Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and has held it in 12 quarters since.
  • 689 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.