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NWAM LLC’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

NWAM LLC’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 		$556K Buy
+5,411
New +$550K 0.03% 422
2022
Q2 		– Sell
-3,313
Closed -$244K – 524
2022
Q1 		$244K Buy
+3,313
New +$250K 0.02% 471
2021
Q2 		– Sell
-3,324
Closed -$252K – 485
2021
Q1 		$252K Buy
+3,324
New +$250K 0.03% 414

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

NWAM LLC's ESGD Position: Q2 2026 in Review

NWAM LLC opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026: 5,411 shares worth $556K. The stake represents 0.03% of the portfolio and ranks #422 among its holdings. This is a return to the name: NWAM LLC previously reported a position in ESGD as recently as Q1 2022.

NWAM LLC first reported a position in ESGD in Q1 2021 and has held it in 3 quarters since. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • NWAM LLC held 5,411 shares of iShares ESG Aware MSCI EAFE ETF worth $556K as of Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF was a new NWAM LLC position in Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 0.03% of NWAM LLC's portfolio in Q2 2026, its #422 holding.
  • NWAM LLC first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2021 and has held it in 3 quarters since.
  • 757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.