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

MASECO 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	$823	Hold	8	–	–	﹤0.01%	281
2026 Q1	$765	Hold	8	–	–	﹤0.01%	365
2025 Q4	$761	Hold	8	–	–	﹤0.01%	514
2025 Q3	$744	Buy	+8	New	+$724	﹤0.01%	248

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

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

MASECO Private Wealth held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 8 shares worth $823. The position accounts for ﹤0.01% of the portfolio, ranked #281.

MASECO Private Wealth first reported a position in ESGD in Q3 2025 and has held it in 4 quarters since. 760 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

MASECO Private Wealth held 8 shares of iShares ESG Aware MSCI EAFE ETF worth $823 as of Q2 2026.
MASECO Private Wealth left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #281 holding.
MASECO Private Wealth first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2025 and has held it in 4 quarters since.
760 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.