Moller Wealth Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Moller Wealth Partners’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	$663K	Buy	6,452 +13	+0.2%	+$1.32K	0.12%	41
2026 Q1	$616K	Buy	6,439 +709	+12%	+$70.2K	0.12%	40
2025 Q4	$545K	Hold	5,730	–	–	0.11%	42
2025 Q3	$533K	Hold	5,730	–	–	0.11%	45
2025 Q2	$511K	Sell	5,730 -2	-0%	-$171	0.11%	42
2025 Q1	$468K	Buy	5,732 +1,252	+28%	+$101K	0.12%	44
2024 Q4	$341K	Hold	4,480	–	–	0.09%	46
2024 Q3	$377K	Buy	4,480 +1,184	+36%	+$95.7K	0.09%	47
2024 Q2	$260K	Hold	3,296	–	–	0.07%	57
2024 Q1	$263K	Buy	3,296 +11	+0.3%	+$843	0.07%	46
2023 Q4	$248K	Buy	3,285 +25	+0.8%	+$1.77K	0.07%	46
2023 Q3	$225K	Sell	3,260 -179	-5%	-$12.9K	0.07%	45
2023 Q2	$251K	Hold	3,439	–	–	0.08%	44
2023 Q1	$247K	Sell	3,439 -21	-0.6%	-$1.47K	0.08%	44
2022 Q4	$227K	Buy	+3,460	New	+$217K	0.07%	48

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

Moller Wealth Partners's ESGD Position: Q2 2026 in Review

Moller Wealth Partners increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.2% in Q2 2026, buying an estimated $1.32K and bringing the position to 6,452 shares worth $663K. The position accounts for 0.12% of the portfolio, ranked #41.

Moller Wealth Partners 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.

Moller Wealth Partners held 6,452 shares of iShares ESG Aware MSCI EAFE ETF worth $663K as of Q2 2026.
Moller Wealth Partners bought 13 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $1.32K.
iShares ESG Aware MSCI EAFE ETF made up 0.12% of Moller Wealth Partners's portfolio in Q2 2026, its #41 holding.
Moller Wealth Partners 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 Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.