Morton Brown Family Wealth’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Morton Brown Family Wealth’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	$640K	Buy	6,229 +8	+0.1%	+$813	0.15%	34
2026 Q1	$595K	Sell	6,221 -381	-6%	-$37.7K	0.16%	33
2025 Q4	$628K	Sell	6,602 -5	-0.1%	-$471	0.17%	34
2025 Q3	$614K	Hold	6,607	–	–	0.18%	33
2025 Q2	$589K	Hold	6,607	–	–	0.18%	33
2025 Q1	$540K	Buy	6,607 +13	+0.2%	+$1.05K	0.18%	30
2024 Q4	$502K	Sell	6,594 -414	-6%	-$32.9K	0.18%	34
2024 Q3	$590K	Hold	7,008	–	–	0.21%	33
2024 Q2	$562K	Hold	7,008	–	–	0.22%	33
2024 Q1	$560K	Buy	7,008 +120	+2%	+$9.19K	0.23%	32
2023 Q4	$520K	Sell	6,888 -287	-4%	-$20.3K	0.23%	33
2023 Q3	$496K	Hold	7,175	–	–	0.25%	33
2023 Q2	$523K	Buy	7,175 +6	+0.1%	+$438	0.28%	31
2023 Q1	$515K	Buy	7,169 +3,933	+122%	+$276K	0.31%	33
2022 Q4	$213K	Sell	3,236 -1,253	-28%	-$78.7K	0.15%	43
2022 Q3	$252K	Buy	4,489 +7	+0.2%	+$439	0.2%	35
2022 Q2	$281K	Buy	4,482 +94	+2%	+$6.42K	0.22%	33
2022 Q1	$324K	Hold	4,388	–	–	0.24%	33
2021 Q4	$349K	Buy	+4,388	New	+$349K	0.27%	31

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

Morton Brown Family Wealth's ESGD Position: Q2 2026 in Review

Morton Brown Family Wealth increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.13% in Q2 2026, buying an estimated $813 and bringing the position to 6,229 shares worth $640K. The position accounts for 0.15% of the portfolio, ranked #34.

Morton Brown Family Wealth first reported a position in ESGD in Q4 2021 and has held it in 19 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Morton Brown Family Wealth held 6,229 shares of iShares ESG Aware MSCI EAFE ETF worth $640K as of Q2 2026.
Morton Brown Family Wealth bought 8 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $813.
iShares ESG Aware MSCI EAFE ETF made up 0.15% of Morton Brown Family Wealth's portfolio in Q2 2026, its #34 holding.
Morton Brown Family Wealth first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.