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

LexAurum 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 		$1.11M Sell
10,809
-1,223
-10% -$124K 0.13% 144
2026
Q1 		$1.15M Buy
+12,032
New +$1.19M 0.15% 128
2025
Q3 		$1.07M Buy
11,524
+550
+5% +$49.8K 0.15% 114
2025
Q2 		$979K Buy
+10,974
New +$936K 0.15% 122

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

LexAurum Advisors's ESGD Position: Q2 2026 in Review

LexAurum Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 10% in Q2 2026, selling an estimated $124K and leaving 10,809 shares worth $1.11M. The position accounts for 0.13% of the portfolio, ranked #144.

LexAurum Advisors first reported a position in ESGD in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.15M in Q1 2026. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • LexAurum Advisors held 10,809 shares of iShares ESG Aware MSCI EAFE ETF worth $1.11M as of Q2 2026.
  • LexAurum Advisors sold 1,223 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $124K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.13% of LexAurum Advisors's portfolio in Q2 2026, its #144 holding.
  • LexAurum Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2025 and has held it in 4 quarters since.
  • LexAurum Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $1.15M in Q1 2026.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

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