One Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

One Wealth Advisors’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	$2.64M	Sell	25,675 -3,685	-13%	-$374K	0.29%	59
2026 Q1	$2.81M	Sell	29,360 -437	-1%	-$43.2K	0.35%	54
2025 Q4	$2.83M	Sell	29,797 -1,641	-5%	-$155K	0.35%	53
2025 Q3	$2.92M	Buy	31,438 +4,453	+17%	+$403K	0.37%	54
2025 Q2	$2.41M	Buy	26,985 +6,718	+33%	+$573K	0.33%	57
2025 Q1	$1.66M	Sell	20,267 -231	-1%	-$18.6K	0.25%	68
2024 Q4	$1.56M	Buy	20,498 +928	+5%	+$73.8K	0.23%	66
2024 Q3	$1.65M	Buy	19,570 +503	+3%	+$40.6K	0.25%	58
2024 Q2	$1.48M	Buy	19,067 +798	+4%	+$63.4K	0.32%	47
2024 Q1	$1.46M	Sell	18,269 -330	-2%	-$25.3K	0.25%	62
2023 Q4	$1.4M	Sell	18,599 -18,384	-50%	-$1.3M	0.27%	58
2023 Q3	$2.56M	Sell	36,983 -5,259	-12%	-$379K	0.57%	38
2023 Q2	$3.08M	Buy	42,242 +258	+0.6%	+$18.8K	0.65%	33
2023 Q1	$3.02M	Buy	41,984 +4,480	+12%	+$314K	0.7%	34
2022 Q4	$2.47M	Sell	37,504 -4,849	-11%	-$305K	0.56%	37
2022 Q3	$2.38M	Sell	42,353 -3,785	-8%	-$237K	0.78%	24
2022 Q2	$2.9M	Buy	46,138 +25,821	+127%	+$1.76M	0.78%	31
2022 Q1	$1.5M	Sell	20,317 -13,835	-41%	-$1.04M	0.37%	45
2021 Q4	$2.71M	Buy	34,152 +2,434	+8%	+$194K	0.69%	30
2021 Q3	$2.49M	Buy	31,718 +11,250	+55%	+$903K	0.73%	28
2021 Q2	$1.62M	Buy	20,468 +7,467	+57%	+$594K	0.51%	33
2021 Q1	$987K	Buy	13,001 +10,054	+341%	+$757K	0.38%	32
2020 Q4	$215K	Buy	+2,947	New	+$201K	0.12%	117

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

One Wealth Advisors's ESGD Position: Q2 2026 in Review

One Wealth Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 13% in Q2 2026, selling an estimated $374K and leaving 25,675 shares worth $2.64M. The position accounts for 0.29% of the portfolio, ranked #59.

One Wealth Advisors first reported a position in ESGD in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.08M in Q2 2023. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

One Wealth Advisors held 25,675 shares of iShares ESG Aware MSCI EAFE ETF worth $2.64M as of Q2 2026.
One Wealth Advisors sold 3,685 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $374K.
iShares ESG Aware MSCI EAFE ETF made up 0.29% of One Wealth Advisors's portfolio in Q2 2026, its #59 holding.
One Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
One Wealth Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $3.08M in Q2 2023.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.