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

Navigation 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 		$223K Buy
+2,169
New +$220K 0.04% 116

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

Navigation Group's ESGD Position: Q2 2026 in Review

Navigation Group opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026: 2,169 shares worth $223K. The stake represents 0.04% of the portfolio and ranks #116 among its holdings.

754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Navigation Group held 2,169 shares of iShares ESG Aware MSCI EAFE ETF worth $223K as of Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF was a new Navigation Group position in Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 0.04% of Navigation Group's portfolio in Q2 2026, its #116 holding.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Navigation Group's 13F filing for Q2 2026, filed 29 Jul 2026.