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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 		$2.72M Sell
30,484
-11,729
-28% -$1.19M 0.36% 41
2026
Q1 		$4.04M Buy
42,213
+3,902
+10% +$386K 0.42% 44
2025
Q4 		$3.64M Buy
+38,311
New +$3.61M 0.4% 43

Other funds holding ESGD

TWIM
TIAA Wealth Investment Management New York $15B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Legacy Edge Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 28% in Q2 2026, selling an estimated $1.19M and leaving 30,484 shares worth $2.72M. The position accounts for 0.36% of the portfolio, ranked #41.

Legacy Edge Advisors first reported a position in ESGD in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.04M in Q1 2026. 550 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Legacy Edge Advisors held 30,484 shares of iShares ESG Aware MSCI EAFE ETF worth $2.72M as of Q2 2026.
  • Legacy Edge Advisors sold 11,729 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $1.19M.
  • iShares ESG Aware MSCI EAFE ETF made up 0.36% of Legacy Edge Advisors's portfolio in Q2 2026, its #41 holding.
  • Legacy Edge Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $4.04M in Q1 2026.
  • 550 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.