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

Modern 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	$3.81M	Sell	37,025 -9,716	-21%	-$987K	0.05%	288
2026 Q1	$4.55M	Sell	46,741 -9,685	-17%	-$958K	0.08%	208
2025 Q4	$5.37M	Sell	56,426 -249	-0.4%	-$23.5K	0.1%	183
2025 Q3	$5.27M	Sell	56,675 -569	-1%	-$51.5K	0.1%	180
2025 Q2	$5.11M	Buy	57,244 +51,015	+819%	+$4.35M	0.13%	164
2025 Q1	$509K	Buy	+6,229	New	+$503K	0.02%	418

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

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

Modern Wealth Management reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 21% in Q2 2026, selling an estimated $987K and leaving 37,025 shares worth $3.81M. The position accounts for 0.05% of the portfolio, ranked #288.

Modern Wealth Management first reported a position in ESGD in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.37M in Q4 2025. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Modern Wealth Management held 37,025 shares of iShares ESG Aware MSCI EAFE ETF worth $3.81M as of Q2 2026.
Modern Wealth Management sold 9,716 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $987K.
iShares ESG Aware MSCI EAFE ETF made up 0.05% of Modern Wealth Management's portfolio in Q2 2026, its #288 holding.
Modern Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
Modern Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $5.37M in Q4 2025.
757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.