Lodestar Private Asset Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Lodestar Private Asset Management’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	$361K	Hold	3,510	–	–	0.03%	176
2026 Q1	$336K	Buy	3,510 +100	+3%	+$9.89K	0.03%	182
2025 Q4	$324K	Hold	3,410	–	–	0.03%	182
2025 Q3	$317K	Buy	3,410 +10	+0.3%	+$905	0.03%	185
2025 Q2	$303K	Hold	3,400	–	–	0.04%	187
2025 Q1	$278K	Hold	3,400	–	–	0.03%	186
2024 Q4	$259K	Hold	3,400	–	–	0.03%	190
2024 Q3	$286K	Buy	3,400 +300	+10%	+$24.2K	0.04%	183
2024 Q2	$244K	Hold	3,100	–	–	0.03%	190
2024 Q1	$248K	Hold	3,100	–	–	0.04%	192
2023 Q4	$234K	Sell	3,100 -150	-5%	-$10.6K	0.04%	187
2023 Q3	$225K	Sell	3,250 -125	-4%	-$9K	0.04%	180
2023 Q2	$246K	Hold	3,375	–	–	0.04%	174
2023 Q1	$242K	Hold	3,375	–	–	0.04%	175
2022 Q4	$222K	Buy	+3,375	New	+$212K	0.04%	183

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

Lodestar Private Asset Management's ESGD Position: Q2 2026 in Review

Lodestar Private Asset Management held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 3,510 shares worth $361K. The position accounts for 0.03% of the portfolio, ranked #176.

Lodestar Private Asset Management first reported a position in ESGD in Q4 2022 and has held it in 15 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Lodestar Private Asset Management held 3,510 shares of iShares ESG Aware MSCI EAFE ETF worth $361K as of Q2 2026.
Lodestar Private Asset Management left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.03% of Lodestar Private Asset Management's portfolio in Q2 2026, its #176 holding.
Lodestar Private Asset Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.