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

MA Private 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	$239K	Sell	2,326 -78	-3%	-$7.92K	0.04%	85
2026 Q1	$230K	Hold	2,404	–	–	0.04%	82
2025 Q4	$229K	Sell	2,404 -15	-0.6%	-$1.41K	0.04%	81
2025 Q3	$225K	Buy	+2,419	New	+$219K	0.04%	78
2023 Q4	–	Sell	-6,694	Closed	-$463K	–	78
2023 Q3	$463K	Hold	6,694	–	–	0.11%	56
2023 Q2	$488K	Hold	6,694	–	–	0.11%	51
2023 Q1	$481K	Buy	6,694 +1,486	+29%	+$104K	0.12%	54
2022 Q4	$342K	Buy	5,208 +1,423	+38%	+$89.4K	0.08%	68
2022 Q3	$220K	Buy	+3,785	New	+$237K	0.05%	68

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

MA Private Wealth's ESGD Position: Q2 2026 in Review

MA Private Wealth reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 3.2% in Q2 2026, selling an estimated $7.92K and leaving 2,326 shares worth $239K. The position accounts for 0.04% of the portfolio, ranked #85.

MA Private Wealth first reported a position in ESGD in Q3 2022 and has held it in 9 quarters since. The position peaked at $488K in Q2 2023. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

MA Private Wealth held 2,326 shares of iShares ESG Aware MSCI EAFE ETF worth $239K as of Q2 2026.
MA Private Wealth sold 78 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $7.92K.
iShares ESG Aware MSCI EAFE ETF made up 0.04% of MA Private Wealth's portfolio in Q2 2026, its #85 holding.
MA Private Wealth first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2022 and has held it in 9 quarters since.
MA Private Wealth's iShares ESG Aware MSCI EAFE ETF position peaked at $488K in Q2 2023.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on MA Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.