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Merit Financial Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Merit Financial Group’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 		$2.24M Sell
21,802
-4,518
-17% -$459K 0.01% 706
2026
Q1 		$2.52M Sell
26,320
-2,610
-9% -$258K 0.02% 581
2025
Q4 		$2.75M Sell
28,930
-2,650
-8% -$250K 0.02% 526
2025
Q3 		$2.94M Sell
31,580
-476
-1% -$43.1K 0.03% 449
2025
Q2 		$2.86M Buy
32,056
+2,451
+8% +$209K 0.03% 416
2025
Q1 		$2.42M Sell
29,605
-3,497
-11% -$282K 0.04% 371
2024
Q4 		$2.52M Buy
33,102
+4,213
+15% +$335K 0.05% 310
2024
Q3 		$2.43M Sell
28,889
-4,615
-14% -$373K 0.05% 250
2024
Q2 		$2.64M Buy
33,504
+207
+0.6% +$16.4K 0.06% 232
2024
Q1 		$2.63M Buy
33,297
+19,428
+140% +$1.49M 0.06% 231
2023
Q4 		$1.05M Sell
13,869
-279
-2% -$19.8K 0.03% 300
2023
Q3 		$978K Buy
14,148
+303
+2% +$21.8K 0.03% 326
2023
Q2 		$1.01M Buy
13,845
+2,355
+20% +$172K 0.03% 336
2023
Q1 		$825K Buy
11,490
+783
+7% +$55K 0.03% 317
2022
Q4 		$704K Sell
10,707
-260
-2% -$16.3K 0.03% 356
2022
Q3 		$616K Sell
10,967
-431
-4% -$27K 0.03% 321
2022
Q2 		$715K Buy
11,398
+5,080
+80% +$347K 0.02% 299
2022
Q1 		$466K Buy
+6,318
New +$476K 0.03% 246

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

Merit Financial Group's ESGD Position: Q2 2026 in Review

Merit Financial Group reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 17% in Q2 2026, selling an estimated $459K and leaving 21,802 shares worth $2.24M. The position accounts for 0.01% of the portfolio, ranked #706.

Merit Financial Group first reported a position in ESGD in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.94M in Q3 2025. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Merit Financial Group held 21,802 shares of iShares ESG Aware MSCI EAFE ETF worth $2.24M as of Q2 2026.
  • Merit Financial Group sold 4,518 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $459K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #706 holding.
  • Merit Financial Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2022 and has held it in 18 quarters since.
  • Merit Financial Group's iShares ESG Aware MSCI EAFE ETF position peaked at $2.94M in Q3 2025.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.