MF
ESGD icon

Montis Financial’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Montis Financial’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 		$3.3M Sell
32,084
-169
-0.5% -$17.2K 0.67% 30
2026
Q1 		$3.08M Buy
32,253
+824
+3% +$81.5K 0.64% 30
2025
Q4 		$2.99M Hold
31,429
– – 0.59% 31
2025
Q3 		$2.92M Buy
31,429
+4,817
+18% +$436K 0.67% 28
2025
Q2 		$2.37M Buy
26,612
+3,339
+14% +$285K 0.66% 27
2025
Q1 		$1.9M Buy
23,273
+8,461
+57% +$683K 0.56% 31
2024
Q4 		$1.13M Buy
14,812
+4,884
+49% +$389K 0.35% 51
2024
Q3 		$836K Buy
9,928
+2,100
+27% +$170K 0.3% 42
2024
Q2 		$617K Buy
+7,828
New +$622K 0.28% 39

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

Montis Financial's ESGD Position: Q2 2026 in Review

Montis Financial reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.52% in Q2 2026, selling an estimated $17.2K and leaving 32,084 shares worth $3.3M. The position accounts for 0.67% of the portfolio, ranked #30.

Montis Financial first reported a position in ESGD in Q2 2024 and has held it in 9 quarters since. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Montis Financial held 32,084 shares of iShares ESG Aware MSCI EAFE ETF worth $3.3M as of Q2 2026.
  • Montis Financial sold 169 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $17.2K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.67% of Montis Financial's portfolio in Q2 2026, its #30 holding.
  • Montis Financial first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
  • 757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.