MKA
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M. Kulyk & Associates’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

M. Kulyk & Associates’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 		$1.15M Sell
11,143
-1,659
-13% -$169K 0.19% 56
2026
Q1 		$1.22M Buy
+12,802
New +$1.27M 0.23% 53
2021
Q2 		– Sell
-8,248
Closed -$626K – 64
2021
Q1 		$626K Buy
8,248
+1,438
+21% +$108K 0.23% 48
2020
Q4 		$497K Buy
+6,810
New +$465K 0.28% 41

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

M. Kulyk & Associates's ESGD Position: Q2 2026 in Review

M. Kulyk & Associates reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 13% in Q2 2026, selling an estimated $169K and leaving 11,143 shares worth $1.15M. The position accounts for 0.19% of the portfolio, ranked #56.

M. Kulyk & Associates first reported a position in ESGD in Q4 2020 and has held it in 4 quarters since. The position peaked at $1.22M in Q1 2026. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • M. Kulyk & Associates held 11,143 shares of iShares ESG Aware MSCI EAFE ETF worth $1.15M as of Q2 2026.
  • M. Kulyk & Associates sold 1,659 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $169K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.19% of M. Kulyk & Associates's portfolio in Q2 2026, its #56 holding.
  • M. Kulyk & Associates first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and has held it in 4 quarters since.
  • M. Kulyk & Associates's iShares ESG Aware MSCI EAFE ETF position peaked at $1.22M in Q1 2026.
  • 757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on M. Kulyk & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.