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Milestone Investment Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Milestone Investment Advisors’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 		$550K Sell
5,346
-54
-1% -$5.49K 0.12% 65
2026
Q1 		$516K Hold
5,400
– – 0.12% 64
2025
Q4 		$513K Buy
5,400
+1
+0% +$94 0.12% 65
2025
Q3 		$502K Hold
5,399
– – 0.12% 61
2025
Q2 		$482K Buy
5,399
+1
+0% +$85 0.13% 62
2025
Q1 		$441K Buy
5,398
+508
+10% +$41K 0.12% 62
2024
Q4 		$372K Buy
4,890
+1
+0% +$80 0.1% 65
2024
Q3 		$412K Hold
4,889
– – 0.12% 64
2024
Q2 		$385K Buy
4,889
+1
+0% +$79 0.1% 63
2024
Q1 		$391K Sell
4,888
-1,800
-27% -$138K 0.11% 60
2023
Q4 		$505K Buy
6,688
+500
+8% +$35.4K 0.15% 54
2023
Q3 		$428K Buy
6,188
+85
+1% +$6.12K 0.12% 69
2023
Q2 		$445K Buy
6,103
+1,613
+36% +$118K 0.14% 53
2023
Q1 		$323K Buy
4,490
+122
+3% +$8.56K 0.1% 76
2022
Q4 		$287K Buy
+4,368
New +$274K 0.1% 53

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

Milestone Investment Advisors's ESGD Position: Q2 2026 in Review

Milestone Investment Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1% in Q2 2026, selling an estimated $5.49K and leaving 5,346 shares worth $550K. The position accounts for 0.12% of the portfolio, ranked #65.

Milestone Investment Advisors first reported a position in ESGD in Q4 2022 and has held it in 15 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Milestone Investment Advisors held 5,346 shares of iShares ESG Aware MSCI EAFE ETF worth $550K as of Q2 2026.
  • Milestone Investment Advisors sold 54 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $5.49K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.12% of Milestone Investment Advisors's portfolio in Q2 2026, its #65 holding.
  • Milestone Investment Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.