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

Lido 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	$316K	Sell	3,070 -33	-1%	-$3.35K	﹤0.01%	1732
2026 Q1	$297K	Buy	+3,103	New	+$307K	﹤0.01%	1570
2024 Q1	–	Sell	-3,119	Closed	-$236K	–	1411
2023 Q4	$236K	Buy	+3,119	New	+$221K	﹤0.01%	1140

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

Lido Advisors's ESGD Position: Q2 2026 in Review

Lido Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.1% in Q2 2026, selling an estimated $3.35K and leaving 3,070 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #1732.

Lido Advisors first reported a position in ESGD in Q4 2023 and has held it in 3 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Lido Advisors held 3,070 shares of iShares ESG Aware MSCI EAFE ETF worth $316K as of Q2 2026.
Lido Advisors sold 33 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $3.35K.
iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1732 holding.
Lido Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and has held it in 3 quarters since.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.