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Okabena Investment Services’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Okabena Investment 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 		$1.91M Buy
18,550
+5,248
+39% +$533K 0.34% 50
2026
Q1 		$1.27M Buy
13,302
+4,238
+47% +$419K 0.25% 65
2025
Q4 		$862K Buy
+9,064
New +$854K 0.16% 89

Other funds holding ESGD

TWIM
TIAA Wealth Investment Management New York $15B AUM
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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
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

Okabena Investment Services's ESGD Position: Q2 2026 in Review

Okabena Investment Services increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 39% in Q2 2026, buying an estimated $533K and bringing the position to 18,550 shares worth $1.91M. The position accounts for 0.34% of the portfolio, ranked #50.

Okabena Investment Services first reported a position in ESGD in Q4 2025 and has held it in 3 quarters since. 550 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Okabena Investment Services held 18,550 shares of iShares ESG Aware MSCI EAFE ETF worth $1.91M as of Q2 2026.
  • Okabena Investment Services bought 5,248 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $533K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.34% of Okabena Investment Services's portfolio in Q2 2026, its #50 holding.
  • Okabena Investment Services first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 550 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.