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New England Private Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

New England Private Wealth Advisors’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 		$443K Buy
4,323
+6
+0.1% +$610 0.04% 149
2026
Q1 		$413K Sell
4,317
-1,016
-19% -$101K 0.05% 142
2025
Q4 		$507K Buy
5,333
+348
+7% +$32.8K 0.06% 129
2025
Q3 		$463K Hold
4,985
– – 0.06% 128
2025
Q2 		$439K Buy
4,985
+93
+2% +$7.93K 0.06% 114
2025
Q1 		$400K Hold
4,892
– – 0.06% 107
2024
Q4 		$372K Buy
4,892
+64
+1% +$5.09K 0.06% 110
2024
Q3 		$406K Sell
4,828
-374
-7% -$30.2K 0.07% 105
2024
Q2 		$410K Buy
5,202
+96
+2% +$7.62K 0.07% 99
2024
Q1 		$408K Hold
5,106
– – 0.07% 104
2023
Q4 		$386K Buy
5,106
+61
+1% +$4.32K 0.07% 100
2023
Q3 		$349K Hold
5,045
– – 0.07% 92
2023
Q2 		$368K Buy
5,045
+92
+2% +$6.71K 0.07% 86
2023
Q1 		$356K Sell
4,953
-47
-0.9% -$3.3K 0.07% 85
2022
Q4 		$329K Buy
5,000
+70
+1% +$4.4K 0.07% 85
2022
Q3 		$277K Sell
4,930
-35,429
-88% -$2.22M 0.07% 85
2022
Q2 		$2.98M Sell
40,359
-2
-0% -$137 0.54% 39
2022
Q1 		$2.98M Buy
40,361
+58
+0.1% +$4.37K 0.54% 39
2021
Q4 		$3.2M Buy
40,303
+521
+1% +$41.5K 0.56% 37
2021
Q3 		$3.12M Buy
39,782
+17,822
+81% +$1.43M 0.58% 35
2021
Q2 		$1.74M Buy
+21,960
New +$1.75M 0.33% 45

Other funds holding ESGD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

New England Private Wealth Advisors's ESGD Position: Q2 2026 in Review

New England Private Wealth Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.14% in Q2 2026, buying an estimated $610 and bringing the position to 4,323 shares worth $443K. The position accounts for 0.04% of the portfolio, ranked #149.

New England Private Wealth Advisors first reported a position in ESGD in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.2M in Q4 2021. 484 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • New England Private Wealth Advisors held 4,323 shares of iShares ESG Aware MSCI EAFE ETF worth $443K as of Q2 2026.
  • New England Private Wealth Advisors bought 6 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $610.
  • iShares ESG Aware MSCI EAFE ETF made up 0.04% of New England Private Wealth Advisors's portfolio in Q2 2026, its #149 holding.
  • New England Private Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2021 and has held it in 21 quarters since.
  • New England Private Wealth Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $3.2M in Q4 2021.
  • 484 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.