MGO One Seven’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

MGO One Seven’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	$731K	Sell	7,107 -2,521	-26%	-$256K	0.01%	830
2026 Q1	$921K	Buy	9,628 +1,077	+13%	+$107K	0.02%	691
2025 Q4	$813K	Sell	8,551 -630	-7%	-$59.4K	0.02%	695
2025 Q3	$854K	Buy	9,181 +1,502	+20%	+$136K	0.02%	632
2025 Q2	$685K	Buy	7,679 +3,613	+89%	+$308K	0.02%	608
2025 Q1	$332K	Sell	4,066 -93	-2%	-$7.5K	0.01%	771
2024 Q4	$317K	Sell	4,159 -304	-7%	-$24.2K	0.01%	818
2024 Q3	$376K	Buy	4,463 +770	+21%	+$62.2K	0.02%	684
2024 Q2	$291K	Buy	3,693 +410	+12%	+$32.6K	0.01%	782
2024 Q1	$262K	Hold	3,283	–	–	0.01%	765
2023 Q4	$248K	Buy	+3,283	New	+$232K	0.01%	767
2023 Q2	–	Sell	-9,077	Closed	-$652K	–	829
2023 Q1	$652K	Buy	+9,077	New	+$637K	0.04%	403

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

MGO One Seven's ESGD Position: Q2 2026 in Review

MGO One Seven reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 26% in Q2 2026, selling an estimated $256K and leaving 7,107 shares worth $731K. The position accounts for 0.01% of the portfolio, ranked #830.

MGO One Seven first reported a position in ESGD in Q1 2023 and has held it in 12 quarters since. The position peaked at $921K in Q1 2026. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

MGO One Seven held 7,107 shares of iShares ESG Aware MSCI EAFE ETF worth $731K as of Q2 2026.
MGO One Seven sold 2,521 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $256K.
iShares ESG Aware MSCI EAFE ETF made up 0.01% of MGO One Seven's portfolio in Q2 2026, its #830 holding.
MGO One Seven first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2023 and has held it in 12 quarters since.
MGO One Seven's iShares ESG Aware MSCI EAFE ETF position peaked at $921K in Q1 2026.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.