NWF Advisory Services’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

NWF Advisory Services’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	$291K	Sell	2,831 -116	-4%	-$11.8K	0.03%	320
2026 Q1	$282K	Hold	2,947	–	–	0.03%	300
2025 Q4	$280K	Sell	2,947 -146	-5%	-$13.8K	0.03%	299
2025 Q3	$288K	Buy	3,093 +700	+29%	+$63.3K	0.03%	302
2025 Q2	$214K	Sell	2,393 -115	-5%	-$9.81K	0.03%	370
2025 Q1	$205K	Buy	+2,508	New	+$202K	0.03%	325

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

NWF Advisory Services's ESGD Position: Q2 2026 in Review

NWF Advisory Services reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 3.9% in Q2 2026, selling an estimated $11.8K and leaving 2,831 shares worth $291K. The position accounts for 0.03% of the portfolio, ranked #320.

NWF Advisory Services first reported a position in ESGD in Q1 2025 and has held it in 6 quarters since. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

NWF Advisory Services held 2,831 shares of iShares ESG Aware MSCI EAFE ETF worth $291K as of Q2 2026.
NWF Advisory Services sold 116 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $11.8K.
iShares ESG Aware MSCI EAFE ETF made up 0.03% of NWF Advisory Services's portfolio in Q2 2026, its #320 holding.
NWF Advisory Services first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.