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NorthRock Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

NorthRock Partners’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 		$6.51M Buy
63,343
+750
+1% +$76.2K 0.09% 112
2026
Q1 		$5.99M Sell
62,593
-1,963
-3% -$194K 0.1% 110
2025
Q4 		$6.14M Buy
64,556
+44,985
+230% +$4.24M 0.1% 107
2025
Q3 		$1.82M Buy
19,571
+5,773
+42% +$522K 0.03% 227
2025
Q2 		$1.23M Sell
13,798
-674
-5% -$57.5K 0.03% 209
2025
Q1 		$1.18M Sell
14,472
-1,847
-11% -$149K 0.04% 186
2024
Q4 		$1.24M Sell
16,319
-1,741
-10% -$139K 0.04% 177
2024
Q3 		$1.52M Buy
18,060
+3,552
+24% +$287K 0.05% 156
2024
Q2 		$1.14M Sell
14,508
-5,782
-28% -$459K 0.04% 181
2024
Q1 		$1.62M Buy
20,290
+1,406
+7% +$108K 0.06% 143
2023
Q4 		$1.43M Buy
+18,884
New +$1.34M 0.06% 147

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

NorthRock Partners's ESGD Position: Q2 2026 in Review

NorthRock Partners increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.2% in Q2 2026, buying an estimated $76.2K and bringing the position to 63,343 shares worth $6.51M. The position accounts for 0.09% of the portfolio, ranked #112.

NorthRock Partners first reported a position in ESGD in Q4 2023 and has held it in 11 quarters since. 759 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • NorthRock Partners held 63,343 shares of iShares ESG Aware MSCI EAFE ETF worth $6.51M as of Q2 2026.
  • NorthRock Partners bought 750 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $76.2K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.09% of NorthRock Partners's portfolio in Q2 2026, its #112 holding.
  • NorthRock Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • 759 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.