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MassMutual Private Wealth & Trust’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

MassMutual Private Wealth & Trust’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 		$1.19M Sell
11,595
-40
-0.3% -$4.06K 0.03% 232
2026
Q1 		$1.11M Buy
11,635
+11,535
+11,535% +$1.14M 0.03% 234
2025
Q4 		$9.51K Buy
+100
New +$9.43K ﹤0.01% 1411
2020
Q3 		– Sell
-1,800
Closed -$109K – 752
2020
Q2 		$109K Buy
+1,800
New +$103K 0.01% 359

Other funds holding ESGD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

MassMutual Private Wealth & Trust's ESGD Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.34% in Q2 2026, selling an estimated $4.06K and leaving 11,595 shares worth $1.19M. The position accounts for 0.03% of the portfolio, ranked #232.

MassMutual Private Wealth & Trust first reported a position in ESGD in Q2 2020 and has held it in 4 quarters since. 393 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • MassMutual Private Wealth & Trust held 11,595 shares of iShares ESG Aware MSCI EAFE ETF worth $1.19M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 40 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $4.06K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.03% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #232 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2020 and has held it in 4 quarters since.
  • 393 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.