Massachusetts Financial Services
ESGD icon

Massachusetts Financial Services’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Massachusetts Financial Services’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 		$758K Buy
4,195
+2,309
+122% +$235K ﹤0.01% 913
2026
Q1 		$316K Sell
1,886
-4,447
-70% -$440K ﹤0.01% 916
2025
Q4 		$602K Buy
6,333
+3,750
+145% +$353K ﹤0.01% 858
2025
Q3 		$240K Sell
2,583
-847
-25% -$76.6K ﹤0.01% 849
2025
Q2 		$306K Sell
3,430
-429
-11% -$36.6K ﹤0.01% 861
2025
Q1 		$315K Sell
3,859
-4,459
-54% -$360K ﹤0.01% 864
2024
Q4 		$633K Sell
8,318
-3,144
-27% -$250K ﹤0.01% 835
2024
Q3 		$965K Buy
11,462
+6,726
+142% +$543K ﹤0.01% 800
2024
Q2 		$373K Buy
4,736
+1,849
+64% +$147K ﹤0.01% 836
2024
Q1 		$231K Sell
2,887
-3,982
-58% -$305K ﹤0.01% 831
2023
Q4 		$519K Sell
6,869
-1,065
-13% -$75.4K ﹤0.01% 800
2023
Q3 		$548K Buy
7,934
+1,408
+22% +$101K ﹤0.01% 803
2023
Q2 		$476K Buy
+6,526
New +$476K ﹤0.01% 789
2023
Q1 		– Sell
-6,279
Closed -$413K – 860
2022
Q4 		$413K Buy
6,279
+778
+14% +$48.9K ﹤0.01% 823
2022
Q3 		$309K Sell
5,501
-7,907
-59% -$496K ﹤0.01% 830
2022
Q2 		$841K Sell
13,408
-5,903
-31% -$403K ﹤0.01% 788
2022
Q1 		$1.42M Buy
19,311
+8,990
+87% +$677K ﹤0.01% 776
2021
Q4 		$820K Buy
+10,321
New +$822K ﹤0.01% 827

Other funds holding ESGD

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Massachusetts Financial Services's ESGD Position: Q2 2026 in Review

Massachusetts Financial Services increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 122% in Q2 2026, buying an estimated $235K and bringing the position to 4,195 shares worth $758K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

Massachusetts Financial Services first reported a position in ESGD in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.42M in Q1 2022. 517 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Massachusetts Financial Services held 4,195 shares of iShares ESG Aware MSCI EAFE ETF worth $758K as of Q2 2026.
  • Massachusetts Financial Services bought 2,309 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $235K.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Massachusetts Financial Services's portfolio in Q2 2026, its #913 holding.
  • Massachusetts Financial Services first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
  • Massachusetts Financial Services's iShares ESG Aware MSCI EAFE ETF position peaked at $1.42M in Q1 2022.
  • 517 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.