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NorthCrest Asset Manangement’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

NorthCrest Asset Manangement’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 		$325K Buy
3,150
+817
+35% +$83K 0.01% 712
2026
Q1 		$225K Buy
2,333
+27
+1% +$2.67K 0.01% 695
2025
Q4 		$224K Buy
+2,306
New +$217K 0.01% 754

Other funds holding ESGD

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

NorthCrest Asset Manangement's ESGD Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 35% in Q2 2026, buying an estimated $83K and bringing the position to 3,150 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #712.

NorthCrest Asset Manangement first reported a position in ESGD in Q4 2025 and has held it in 3 quarters since. 516 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • NorthCrest Asset Manangement held 3,150 shares of iShares ESG Aware MSCI EAFE ETF worth $325K as of Q2 2026.
  • NorthCrest Asset Manangement bought 817 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $83K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #712 holding.
  • NorthCrest Asset Manangement first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 516 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.