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

Morris Financial Concepts’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 		$343K Buy
3,338
+189
+6% +$19.2K 0.11% 101
2026
Q1 		$301K Sell
3,149
-29
-0.9% -$2.87K 0.1% 101
2025
Q4 		$302K Sell
3,178
-194
-6% -$18.3K 0.11% 99
2025
Q3 		$314K Sell
3,372
-103
-3% -$9.32K 0.11% 101
2025
Q2 		$310K Buy
3,475
+561
+19% +$47.8K 0.12% 96
2025
Q1 		$238K Buy
2,914
+164
+6% +$13.2K 0.1% 116
2024
Q4 		$209K Buy
2,750
+85
+3% +$6.76K 0.09% 118
2024
Q3 		$224K Sell
2,665
-122
-4% -$9.86K 0.1% 112
2024
Q2 		$220K Buy
2,787
+278
+11% +$22.1K 0.11% 98
2024
Q1 		$200K Buy
2,509
+72
+3% +$5.52K 0.1% 98
2023
Q4 		$184K Buy
+2,437
New +$173K 0.11% 97

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

Morris Financial Concepts's ESGD Position: Q2 2026 in Review

Morris Financial Concepts increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 6% in Q2 2026, buying an estimated $19.2K and bringing the position to 3,338 shares worth $343K. The position accounts for 0.11% of the portfolio, ranked #101.

Morris Financial Concepts first reported a position in ESGD in Q4 2023 and has held it in 11 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Morris Financial Concepts held 3,338 shares of iShares ESG Aware MSCI EAFE ETF worth $343K as of Q2 2026.
  • Morris Financial Concepts bought 189 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $19.2K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.11% of Morris Financial Concepts's portfolio in Q2 2026, its #101 holding.
  • Morris Financial Concepts first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.