Leverty Financial Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Leverty Financial Group’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	$389K	Hold	3,788	–	–	0.08%	31
2026 Q1	$362K	Buy	3,788 +555	+17%	+$54.9K	0.08%	29
2025 Q4	$307K	Sell	3,233 -115	-3%	-$10.8K	0.07%	34
2025 Q3	$311K	Sell	3,348 -17	-0.5%	-$1.54K	0.08%	31
2025 Q2	$300K	Hold	3,365	–	–	0.09%	32
2025 Q1	$275K	Hold	3,365	–	–	0.11%	30
2024 Q4	$256K	Buy	+3,365	New	+$268K	0.13%	28
2024 Q2	–	Sell	-4,690	Closed	-$375K	–	34
2024 Q1	$375K	Sell	4,690 -775	-14%	-$59.4K	0.22%	20
2023 Q4	$413K	Hold	5,465	–	–	0.26%	18
2023 Q3	$378K	Sell	5,465 -7	-0.1%	-$504	0.27%	13
2023 Q2	$399K	Hold	5,472	–	–	0.29%	13
2023 Q1	$393K	Hold	5,472	–	–	0.31%	14
2022 Q4	$360K	Sell	5,472 -3,785	-41%	-$238K	0.31%	14
2022 Q3	$519K	Buy	9,257 +2,947	+47%	+$185K	0.5%	11
2022 Q2	$396K	Sell	6,310 -2,057	-25%	-$140K	0.37%	13
2022 Q1	$616K	Buy	8,367 +8,138	+3,554%	+$613K	0.49%	10
2021 Q4	$18K	Buy	+229	New	+$18.2K	0.01%	82

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

Leverty Financial Group's ESGD Position: Q2 2026 in Review

Leverty Financial Group held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 3,788 shares worth $389K. The position accounts for 0.08% of the portfolio, ranked #31.

Leverty Financial Group first reported a position in ESGD in Q4 2021 and has held it in 17 quarters since. The position peaked at $616K in Q1 2022. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Leverty Financial Group held 3,788 shares of iShares ESG Aware MSCI EAFE ETF worth $389K as of Q2 2026.
Leverty Financial Group left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.08% of Leverty Financial Group's portfolio in Q2 2026, its #31 holding.
Leverty Financial Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and has held it in 17 quarters since.
Leverty Financial Group's iShares ESG Aware MSCI EAFE ETF position peaked at $616K in Q1 2022.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.