Libra Wealth’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Libra Wealth’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	$632K	Hold	6,149	–	–	0.16%	42
2026 Q1	$588K	Hold	6,149	–	–	0.17%	41
2025 Q4	$585K	Hold	6,149	–	–	0.16%	42
2025 Q3	$572K	Hold	6,149	–	–	0.17%	43
2025 Q2	$549K	Buy	6,149 +1,387	+29%	+$118K	0.18%	43
2025 Q1	$389K	Buy	4,762 +1,094	+30%	+$88.3K	0.15%	44
2024 Q4	$279K	Hold	3,668	–	–	0.11%	47
2024 Q3	$309K	Hold	3,668	–	–	0.12%	48
2024 Q2	$289K	Sell	3,668 -542	-13%	-$43K	0.13%	47
2024 Q1	$336K	Hold	4,210	–	–	0.15%	43
2023 Q4	$318K	Hold	4,210	–	–	0.16%	41
2023 Q3	$291K	Hold	4,210	–	–	0.16%	40
2023 Q2	$307K	Buy	4,210 +349	+9%	+$25.5K	0.17%	39
2023 Q1	$277K	Buy	3,861 +41	+1%	+$2.88K	0.16%	39
2022 Q4	$251K	Buy	3,820 +169	+5%	+$10.6K	0.01%	43
2022 Q3	$205K	Sell	3,651 -21,401	-85%	-$1.34M	0.13%	43
2022 Q2	$1.57M	Buy	+25,052	New	+$1.71M	1.13%	15

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

Libra Wealth's ESGD Position: Q2 2026 in Review

Libra Wealth held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 6,149 shares worth $632K. The position accounts for 0.16% of the portfolio, ranked #42.

Libra Wealth first reported a position in ESGD in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.57M in Q2 2022. 753 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Libra Wealth held 6,149 shares of iShares ESG Aware MSCI EAFE ETF worth $632K as of Q2 2026.
Libra Wealth left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.16% of Libra Wealth's portfolio in Q2 2026, its #42 holding.
Libra Wealth first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2022 and has held it in 17 quarters since.
Libra Wealth's iShares ESG Aware MSCI EAFE ETF position peaked at $1.57M in Q2 2022.
753 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Libra Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.