Level Financial Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Level Financial 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	$787K	Sell	7,651 -192	-2%	-$19.5K	0.18%	55
2026 Q1	$750K	Hold	7,843	–	–	0.19%	55
2025 Q4	$746K	Hold	7,843	–	–	0.2%	56
2025 Q3	$729K	Sell	7,843 -1,224	-13%	-$111K	0.21%	56
2025 Q2	$809K	Hold	9,067	–	–	0.25%	51
2025 Q1	$741K	Hold	9,067	–	–	0.25%	52
2024 Q4	$690K	Hold	9,067	–	–	0.25%	51
2024 Q3	$763K	Sell	9,067 -35	-0.4%	-$2.83K	0.29%	44
2024 Q2	$717K	Buy	9,102 +1	+0%	+$79	0.31%	42
2024 Q1	$727K	Sell	9,101 -18	-0.2%	-$1.38K	0.33%	44
2023 Q4	$689K	Buy	9,119 +65	+0.7%	+$4.6K	0.34%	40
2023 Q3	$626K	Buy	9,054 +305	+3%	+$22K	0.35%	38
2023 Q2	$638K	Buy	8,749 +18	+0.2%	+$1.31K	0.36%	35
2023 Q1	$627K	Hold	8,731	–	–	0.38%	32
2022 Q4	$574K	Sell	8,731 -219	-2%	-$13.8K	0.38%	35
2022 Q3	$502K	Buy	8,950 +929	+12%	+$58.2K	0.37%	32
2022 Q2	$503K	Buy	8,021 +618	+8%	+$42.2K	0.37%	31
2022 Q1	$546K	Hold	7,403	–	–	0.42%	27
2021 Q4	$588K	Buy	+7,403	New	+$589K	0.45%	29

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

Level Financial Advisors's ESGD Position: Q2 2026 in Review

Level Financial Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2.4% in Q2 2026, selling an estimated $19.5K and leaving 7,651 shares worth $787K. The position accounts for 0.18% of the portfolio, ranked #55.

Level Financial Advisors first reported a position in ESGD in Q4 2021 and has held it in 19 quarters since. The position peaked at $809K in Q2 2025. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Level Financial Advisors held 7,651 shares of iShares ESG Aware MSCI EAFE ETF worth $787K as of Q2 2026.
Level Financial Advisors sold 192 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $19.5K.
iShares ESG Aware MSCI EAFE ETF made up 0.18% of Level Financial Advisors's portfolio in Q2 2026, its #55 holding.
Level Financial Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
Level Financial Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $809K in Q2 2025.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.