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Legacy Wealth Management (Idaho)’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-1,642
Closed -$157K – 426
2026
Q1 		$157K Buy
1,642
+90
+6% +$8.9K 0.08% 135
2025
Q4 		$148K Buy
+1,552
New +$146K 0.07% 119

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

Legacy Wealth Management (Idaho)'s ESGD Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026, closing a stake of 1,642 shares — an estimated $157K sold.

Legacy Wealth Management (Idaho) first reported a position in ESGD in Q4 2025 and held it in 2 quarters. The position peaked at $157K in Q1 2026. 760 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 1,642 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $157K.
  • Legacy Wealth Management (Idaho) first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s iShares ESG Aware MSCI EAFE ETF position peaked at $157K in Q1 2026.
  • 760 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.