Mission Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Mission Wealth Management’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 Q1	$42M	Buy	439,002 +7,220	+2%	+$714K	0.86%	21
2025 Q4	$41.1M	Buy	431,782 +10,254	+2%	+$967K	0.82%	19
2025 Q3	$39.2M	Buy	421,528 +5,769	+1%	+$522K	0.78%	23
2025 Q2	$37.1M	Sell	415,759 -11,181	-3%	-$953K	0.79%	19
2025 Q1	$34.9M	Buy	426,940 +45,474	+12%	+$3.67M	0.86%	17
2024 Q4	$29M	Buy	381,466 +11,108	+3%	+$884K	0.68%	24
2024 Q3	$31.2M	Buy	370,358 +16,118	+5%	+$1.3M	0.75%	23
2024 Q2	$27.9M	Sell	354,240 -16,087	-4%	-$1.28M	0.74%	23
2024 Q1	$29.6M	Buy	370,327 +51,437	+16%	+$3.94M	0.78%	22
2023 Q4	$24.1M	Buy	318,890 +26,050	+9%	+$1.84M	0.78%	23
2023 Q3	$20.2M	Buy	292,840 +28,639	+11%	+$2.06M	0.75%	23
2023 Q2	$19.3M	Buy	264,201 +25,328	+11%	+$1.85M	0.73%	23
2023 Q1	$17.2M	Buy	238,873 +42,281	+22%	+$2.97M	0.72%	25
2022 Q4	$12.9M	Sell	196,592 -24,204	-11%	-$1.52M	0.62%	26
2022 Q3	$12.4M	Buy	220,796 +76,853	+53%	+$4.82M	0.66%	28
2022 Q2	$9.03M	Buy	143,943 +9,704	+7%	+$662K	0.47%	34
2022 Q1	$9.9M	Buy	134,239 +37,700	+39%	+$2.84M	0.46%	34
2021 Q4	$7.67M	Buy	96,539 +12,504	+15%	+$996K	0.35%	42
2021 Q3	$6.59M	Buy	84,035 +1,649	+2%	+$132K	0.34%	46
2021 Q2	$6.51M	Buy	82,386 +3,356	+4%	+$267K	0.35%	44
2021 Q1	$6M	Buy	79,030 +5,272	+7%	+$397K	0.35%	43
2020 Q4	$5.39M	Buy	73,758 +1,434	+2%	+$97.9K	0.34%	44
2020 Q3	$4.59M	Buy	72,324 +5,556	+8%	+$355K	0.34%	43
2020 Q2	$4.04M	Buy	66,768 +19,086	+40%	+$1.1M	0.35%	44
2020 Q1	$2.54M	Buy	47,682 +32,324	+210%	+$2.03M	0.28%	49
2019 Q4	$1.06M	Buy	15,358 +5,533	+56%	+$369K	0.1%	108
2019 Q3	$630K	Sell	9,825 -4,700	-32%	-$297K	0.07%	146
2019 Q2	$934K	Buy	14,525 +80	+0.6%	+$5.11K	0.1%	101
2019 Q1	$913K	Hold	14,445	–	–	0.11%	103
2018 Q4	$829K	Buy	14,445 +6,445	+81%	+$392K	0.11%	101
2018 Q3	$530K	Hold	8,000	–	–	0.07%	145
2018 Q2	$521K	Buy	+8,000	New	+$542K	0.08%	137

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Mission Wealth Management's ESGD Position: Q1 2026 in Review

Mission Wealth Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.7% in Q1 2026, buying an estimated $714K and bringing the position to 439,002 shares worth $42M. The position accounts for 0.86% of the portfolio, ranked #21.

Mission Wealth Management first reported a position in ESGD in Q2 2018 and has held it in 32 quarters since. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Mission Wealth Management held 439,002 shares of iShares ESG Aware MSCI EAFE ETF worth $42M as of Q1 2026.
Mission Wealth Management bought 7,220 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $714K.
iShares ESG Aware MSCI EAFE ETF made up 0.86% of Mission Wealth Management's portfolio in Q1 2026, its #21 holding.
Mission Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2018 and has held it in 32 quarters since.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.