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

Modera 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 Q2	$15.1M	Sell	146,928 -1,315	-0.9%	-$134K	0.16%	101
2026 Q1	$14.2M	Sell	148,243 -1,301	-0.9%	-$129K	0.17%	99
2025 Q4	$14.2M	Sell	149,544 -2,802	-2%	-$264K	0.16%	102
2025 Q3	$14.2M	Sell	152,346 -2,905	-2%	-$263K	0.16%	105
2025 Q2	$13.9M	Sell	155,251 -1,106	-0.7%	-$94.3K	0.17%	103
2025 Q1	$12.8M	Sell	156,357 -4,523	-3%	-$365K	0.17%	107
2024 Q4	$12.2M	Sell	160,880 -770	-0.5%	-$61.3K	0.15%	108
2024 Q3	$13.6M	Sell	161,650 -1,253	-0.8%	-$101K	0.17%	97
2024 Q2	$12.8M	Sell	162,903 -7,816	-5%	-$621K	0.19%	97
2024 Q1	$13.6M	Sell	170,719 -4,395	-3%	-$337K	0.21%	87
2023 Q4	$13.2M	Sell	175,114 -2,958	-2%	-$209K	0.22%	85
2023 Q3	$12.3M	Sell	178,072 -444	-0.2%	-$32K	0.23%	85
2023 Q2	$13M	Buy	+178,516	New	+$13M	0.24%	84
2022 Q3	–	Sell	-4,672	Closed	-$293K	–	323
2022 Q2	$293K	Buy	+4,672	New	+$319K	0.01%	259

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

Modera Wealth Management's ESGD Position: Q2 2026 in Review

Modera Wealth Management reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.89% in Q2 2026, selling an estimated $134K and leaving 146,928 shares worth $15.1M. The position accounts for 0.16% of the portfolio, ranked #101.

Modera Wealth Management first reported a position in ESGD in Q2 2022 and has held it in 14 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Modera Wealth Management held 146,928 shares of iShares ESG Aware MSCI EAFE ETF worth $15.1M as of Q2 2026.
Modera Wealth Management sold 1,315 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $134K.
iShares ESG Aware MSCI EAFE ETF made up 0.16% of Modera Wealth Management's portfolio in Q2 2026, its #101 holding.
Modera Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2022 and has held it in 14 quarters since.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.