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NewEdge Wealth’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

NewEdge 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 		$382K Buy
3,715
+900
+32% +$91.4K ﹤0.01% 945
2026
Q1 		$269K Buy
2,815
+55
+2% +$5.44K ﹤0.01% 995
2025
Q4 		$262K Buy
2,760
+64
+2% +$6.03K ﹤0.01% 1071
2025
Q3 		$253K Hold
2,696
– – ﹤0.01% 920
2025
Q2 		$241K Buy
2,696
+3
+0.1% +$256 ﹤0.01% 886
2025
Q1 		$220K Sell
2,693
-61
-2% -$4.92K ﹤0.01% 867
2024
Q4 		$210K Buy
2,754
+307
+13% +$24.4K ﹤0.01% 875
2024
Q3 		$206K Buy
+2,447
New +$198K ﹤0.01% 835
2024
Q1 		– Sell
-2,768
Closed -$209K – 813
2023
Q4 		$209K Sell
2,768
-331
-11% -$23.4K 0.01% 702
2023
Q3 		$214K Buy
3,099
+12
+0.4% +$864 0.01% 607
2023
Q2 		$225K Buy
3,087
+81
+3% +$5.91K 0.01% 588
2023
Q1 		$216K Buy
+3,006
New +$211K 0.01% 570

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

NewEdge Wealth's ESGD Position: Q2 2026 in Review

NewEdge Wealth increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 32% in Q2 2026, buying an estimated $91.4K and bringing the position to 3,715 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

NewEdge Wealth first reported a position in ESGD in Q1 2023 and has held it in 12 quarters since. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • NewEdge Wealth held 3,715 shares of iShares ESG Aware MSCI EAFE ETF worth $382K as of Q2 2026.
  • NewEdge Wealth bought 900 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $91.4K.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #945 holding.
  • NewEdge Wealth first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2023 and has held it in 12 quarters since.
  • 757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.