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OneDigital Investment Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

OneDigital Investment 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 		$1.24M Buy
12,050
+204
+2% +$20.7K 0.01% 669
2026
Q1 		$1.13M Buy
11,846
+15
+0.1% +$1.48K 0.01% 644
2025
Q4 		$1.13M Sell
11,831
-90
-0.8% -$8.48K 0.01% 635
2025
Q3 		$1.11M Buy
11,921
+529
+5% +$47.9K 0.01% 622
2025
Q2 		$1.02M Buy
11,392
+1,560
+16% +$133K 0.01% 634
2025
Q1 		$803K Buy
9,832
+472
+5% +$38.1K 0.01% 679
2024
Q4 		$713K Buy
9,360
+110
+1% +$8.75K 0.01% 754
2024
Q3 		$779K Buy
9,250
+4
+0% +$323 0.01% 752
2024
Q2 		$728K Buy
9,246
+1,338
+17% +$106K 0.01% 736
2024
Q1 		$632K Sell
7,908
-735
-9% -$56.3K 0.01% 659
2023
Q4 		$653K Buy
8,643
+573
+7% +$40.6K 0.01% 621
2023
Q3 		$558K Sell
8,070
-1,510
-16% -$109K 0.01% 600
2023
Q2 		$699K Sell
9,580
-242
-2% -$17.7K 0.02% 515
2023
Q1 		$706K Buy
9,822
+4,752
+94% +$334K 0.02% 500
2022
Q4 		$333K Sell
5,070
-3,703
-42% -$233K 0.01% 635
2022
Q3 		$492K Buy
+8,773
New +$550K 0.02% 463
2022
Q2 		– Sell
-2,875
Closed -$212K – 742
2022
Q1 		$212K Buy
2,875
+3
+0.1% +$226 0.01% 690
2021
Q4 		$228K Buy
+2,872
New +$229K 0.01% 689
2019
Q3 		– Sell
-1,152
Closed -$74K – 733
2019
Q2 		$74K Buy
1,152
+252
+28% +$16.1K 0.01% 505
2019
Q1 		$57K Buy
+900
New +$55.2K 0.01% 471

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

OneDigital Investment Advisors's ESGD Position: Q2 2026 in Review

OneDigital Investment Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.7% in Q2 2026, buying an estimated $20.7K and bringing the position to 12,050 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #669.

OneDigital Investment Advisors first reported a position in ESGD in Q1 2019 and has held it in 20 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • OneDigital Investment Advisors held 12,050 shares of iShares ESG Aware MSCI EAFE ETF worth $1.24M as of Q2 2026.
  • OneDigital Investment Advisors bought 204 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $20.7K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #669 holding.
  • OneDigital Investment Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2019 and has held it in 20 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.