NCM
ESGD icon

Neumann Capital Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Neumann Capital Management’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 		– Sell
-30,750
Closed -$2.94M – 74
2026
Q1 		$2.94M Buy
30,750
+280
+0.9% +$27.7K 0.87% 32
2025
Q4 		$2.9M Buy
30,470
+4,090
+16% +$386K 0.84% 34
2025
Q3 		$2.45M Buy
26,380
+695
+3% +$62.9K 0.72% 35
2025
Q2 		$2.29M Sell
25,685
-830
-3% -$70.8K 0.72% 35
2025
Q1 		$2.17M Sell
26,515
-50
-0.2% -$4.04K 0.75% 37
2024
Q4 		$2.02M Sell
26,565
-510
-2% -$40.6K 0.67% 39
2024
Q3 		$2.28M Buy
27,075
+275
+1% +$22.2K 0.76% 35
2024
Q2 		$2.11M Buy
26,800
+300
+1% +$23.8K 0.73% 37
2024
Q1 		$2.12M Buy
26,500
+1,240
+5% +$95K 0.75% 39
2023
Q4 		$1.91M Buy
25,260
+1,600
+7% +$113K 0.76% 37
2023
Q3 		$1.64M Buy
23,660
+500
+2% +$36K 0.71% 40
2023
Q2 		$1.69M Buy
23,160
+500
+2% +$36.5K 0.7% 40
2023
Q1 		$1.63M Buy
22,660
+540
+2% +$37.9K 0.72% 41
2022
Q4 		$1.45M Buy
22,120
+2,010
+10% +$126K 0.68% 41
2022
Q3 		$1.13M Sell
20,110
-200
-1% -$12.5K 0.58% 49
2022
Q2 		$1.27M Buy
20,310
+5,130
+34% +$350K 0.65% 44
2022
Q1 		$1.12M Buy
15,180
+5,770
+61% +$435K 0.48% 51
2021
Q4 		$748K Buy
9,410
+400
+4% +$31.8K 0.3% 58
2021
Q3 		$706K Buy
9,010
+980
+12% +$78.7K 0.32% 58
2021
Q2 		$635K Buy
8,030
+1,140
+17% +$90.7K 0.29% 59
2021
Q1 		$523K Buy
6,890
+2,335
+51% +$176K 0.25% 61
2020
Q4 		$333K Buy
4,555
+210
+5% +$14.3K 0.17% 63
2020
Q3 		$276K Buy
4,345
+450
+12% +$28.7K 0.16% 67
2020
Q2 		$236K Buy
3,895
+40
+1% +$2.3K 0.14% 68
2020
Q1 		$205K Buy
+3,855
New +$243K 0.15% 69

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

Neumann Capital Management's ESGD Position: Q2 2026 in Review

Neumann Capital Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026, closing a stake of 30,750 shares — an estimated $2.94M sold.

Neumann Capital Management first reported a position in ESGD in Q1 2020 and held it in 25 quarters. The position peaked at $2.94M in Q1 2026. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Neumann Capital Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Neumann Capital Management sold 30,750 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $2.94M.
  • Neumann Capital Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2020 and held it in 25 quarters.
  • Neumann Capital Management's iShares ESG Aware MSCI EAFE ETF position peaked at $2.94M in Q1 2026.
  • 757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Neumann Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.