Nalls Sherbakoff Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Nalls Sherbakoff Group’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	$66.5K	Hold	647	–	–	0.05%	160
2026 Q1	$61.9K	Hold	647	–	–	0.05%	171
2025 Q4	$61.5K	Hold	647	–	–	0.04%	182
2025 Q3	$60.2K	Hold	647	–	–	0.04%	193
2025 Q2	$57.7K	Hold	647	–	–	0.04%	188
2025 Q1	$52.9K	Buy	+647	New	+$52.2K	0.04%	181
2023 Q4	$48.9K	Hold	647	–	–	0.04%	166
2023 Q3	$44.7K	Buy	+647	New	+$46.6K	0.04%	159

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

Nalls Sherbakoff Group's ESGD Position: Q2 2026 in Review

Nalls Sherbakoff Group held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 647 shares worth $66.5K. The position accounts for 0.05% of the portfolio, ranked #160.

Nalls Sherbakoff Group first reported a position in ESGD in Q3 2023 and has held it in 8 quarters since. 760 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Nalls Sherbakoff Group held 647 shares of iShares ESG Aware MSCI EAFE ETF worth $66.5K as of Q2 2026.
Nalls Sherbakoff Group left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.05% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #160 holding.
Nalls Sherbakoff Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2023 and has held it in 8 quarters since.
760 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.