Midwest Trust’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Midwest 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	$3.77M	Buy	36,677 +1,332	+4%	+$135K	0.04%	234
2026 Q1	$3.38M	Buy	35,345 +1,885	+6%	+$187K	0.04%	236
2025 Q4	$3.18M	Sell	33,460 -48	-0.1%	-$4.53K	0.04%	245
2025 Q3	$3.12M	Buy	33,508 +284	+0.9%	+$25.7K	0.04%	247
2025 Q2	$2.96M	Buy	+33,224	New	+$2.83M	0.04%	247

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

Midwest Trust's ESGD Position: Q2 2026 in Review

Midwest Trust increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 3.8% in Q2 2026, buying an estimated $135K and bringing the position to 36,677 shares worth $3.77M. The position accounts for 0.04% of the portfolio, ranked #234.

Midwest Trust first reported a position in ESGD in Q2 2025 and has held it in 5 quarters since. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Midwest Trust held 36,677 shares of iShares ESG Aware MSCI EAFE ETF worth $3.77M as of Q2 2026.
Midwest Trust bought 1,332 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $135K.
iShares ESG Aware MSCI EAFE ETF made up 0.04% of Midwest Trust's portfolio in Q2 2026, its #234 holding.
Midwest Trust first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.