North Berkeley Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

North Berkeley Wealth 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	$492K	Buy	4,789 +447	+10%	+$45.4K	0.2%	51
2026 Q1	$415K	Sell	4,342 -329	-7%	-$32.6K	0.22%	51
2025 Q4	$444K	Sell	4,671 -58	-1%	-$5.47K	0.26%	49
2025 Q3	$440K	Sell	4,729 -961	-17%	-$86.9K	0.35%	41
2025 Q2	$508K	Buy	5,690 +168	+3%	+$14.3K	0.47%	35
2025 Q1	$451K	Sell	5,522 -711	-11%	-$57.4K	0.47%	36
2024 Q4	$475K	Buy	+6,233	New	+$496K	0.48%	38

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

North Berkeley Wealth Management's ESGD Position: Q2 2026 in Review

North Berkeley Wealth Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 10% in Q2 2026, buying an estimated $45.4K and bringing the position to 4,789 shares worth $492K. The position accounts for 0.2% of the portfolio, ranked #51.

North Berkeley Wealth Management first reported a position in ESGD in Q4 2024 and has held it in 7 quarters since. The position peaked at $508K in Q2 2025. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

North Berkeley Wealth Management held 4,789 shares of iShares ESG Aware MSCI EAFE ETF worth $492K as of Q2 2026.
North Berkeley Wealth Management bought 447 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $45.4K.
iShares ESG Aware MSCI EAFE ETF made up 0.2% of North Berkeley Wealth Management's portfolio in Q2 2026, its #51 holding.
North Berkeley Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
North Berkeley Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $508K in Q2 2025.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.