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MAI Capital Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

MAI Capital 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 		$1.9M Buy
18,478
+951
+5% +$96.6K 0.01% 721
2026
Q1 		$1.68M Sell
17,527
-81
-0.5% -$8.02K 0.01% 624
2025
Q4 		$1.67M Buy
17,608
+3,007
+21% +$283K 0.01% 610
2025
Q3 		$1.36M Buy
14,601
+6,786
+87% +$614K 0.01% 624
2025
Q2 		$697K Buy
7,815
+872
+13% +$74.4K ﹤0.01% 751
2025
Q1 		$567K Buy
6,943
+88
+1% +$7.1K ﹤0.01% 781
2024
Q4 		$522K Buy
6,855
+784
+13% +$62.4K ﹤0.01% 830
2024
Q3 		$511K Sell
6,071
-258
-4% -$20.8K ﹤0.01% 735
2024
Q2 		$499K Buy
6,329
+2,239
+55% +$178K ﹤0.01% 811
2024
Q1 		$327K Buy
+4,090
New +$313K ﹤0.01% 946

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

MAI Capital Management's ESGD Position: Q2 2026 in Review

MAI Capital Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 5.4% in Q2 2026, buying an estimated $96.6K and bringing the position to 18,478 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #721.

MAI Capital Management first reported a position in ESGD in Q1 2024 and has held it in 10 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • MAI Capital Management held 18,478 shares of iShares ESG Aware MSCI EAFE ETF worth $1.9M as of Q2 2026.
  • MAI Capital Management bought 951 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $96.6K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of MAI Capital Management's portfolio in Q2 2026, its #721 holding.
  • MAI Capital Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.