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Onyx Bridge Wealth Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Onyx Bridge Wealth Group’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 		$1.07M Buy
10,374
+3,745
+56% +$380K 0.1% 146
2026
Q1 		$634K Sell
6,629
-1,810
-21% -$179K 0.07% 186
2025
Q4 		$802K Buy
8,439
+68
+0.8% +$6.41K 0.09% 160
2025
Q3 		$778K Buy
8,371
+341
+4% +$30.9K 0.08% 164
2025
Q2 		$716K Buy
8,030
+2,552
+47% +$218K 0.09% 144
2025
Q1 		$448K Sell
5,478
-120
-2% -$9.68K 0.06% 169
2024
Q4 		$426K Sell
5,598
-34
-0.6% -$2.71K 0.06% 175
2024
Q3 		$474K Sell
5,632
-496
-8% -$40.1K 0.07% 166
2024
Q2 		$483K Buy
6,128
+1,375
+29% +$109K 0.08% 154
2024
Q1 		$371K Sell
4,753
-8,648
-65% -$662K 0.07% 173
2023
Q4 		$1.01M Buy
13,401
+9,082
+210% +$643K 0.2% 74
2023
Q3 		$299K Sell
4,319
-10,082
-70% -$726K 0.07% 176
2023
Q2 		$1.05M Buy
14,401
+7,372
+105% +$538K 0.25% 73
2023
Q1 		$505K Buy
7,029
+574
+9% +$40.3K 0.2% 89
2022
Q4 		$441K Buy
+6,455
New +$405K 0.18% 87
2022
Q3 		– Sell
-5,714
Closed -$365K – 183
2022
Q2 		$365K Sell
5,714
-1,028
-15% -$70.2K 0.16% 86
2022
Q1 		$465K Sell
6,742
-12,350
-65% -$930K 0.18% 70
2021
Q4 		$1.53M Buy
19,092
+5,551
+41% +$442K 0.51% 18
2021
Q3 		$1.08M Buy
13,541
+7,103
+110% +$570K 0.41% 31
2021
Q2 		$505K Buy
6,438
+2,644
+70% +$210K 0.22% 49
2021
Q1 		$288K Buy
+3,794
New +$286K 0.14% 70

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

Onyx Bridge Wealth Group's ESGD Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 56% in Q2 2026, buying an estimated $380K and bringing the position to 10,374 shares worth $1.07M. The position accounts for 0.1% of the portfolio, ranked #146.

Onyx Bridge Wealth Group first reported a position in ESGD in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.53M in Q4 2021. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Onyx Bridge Wealth Group held 10,374 shares of iShares ESG Aware MSCI EAFE ETF worth $1.07M as of Q2 2026.
  • Onyx Bridge Wealth Group bought 3,745 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $380K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.1% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #146 holding.
  • Onyx Bridge Wealth Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2021 and has held it in 21 quarters since.
  • Onyx Bridge Wealth Group's iShares ESG Aware MSCI EAFE ETF position peaked at $1.53M in Q4 2021.
  • 757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.