OpenArc Corporate Advisory’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

OpenArc Corporate Advisory’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	$474K	Sell	4,615 -1,146	-20%	-$116K	0.01%	501
2026 Q1	$551K	Sell	5,761 -569	-9%	-$56.3K	0.01%	422
2025 Q4	$602K	Buy	+6,330	New	+$597K	0.01%	369

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

OpenArc Corporate Advisory's ESGD Position: Q2 2026 in Review

OpenArc Corporate Advisory reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 20% in Q2 2026, selling an estimated $116K and leaving 4,615 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #501.

OpenArc Corporate Advisory first reported a position in ESGD in Q4 2025 and has held it in 3 quarters since. The position peaked at $602K in Q4 2025. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

OpenArc Corporate Advisory held 4,615 shares of iShares ESG Aware MSCI EAFE ETF worth $474K as of Q2 2026.
OpenArc Corporate Advisory sold 1,146 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $116K.
iShares ESG Aware MSCI EAFE ETF made up 0.01% of OpenArc Corporate Advisory's portfolio in Q2 2026, its #501 holding.
OpenArc Corporate Advisory first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
OpenArc Corporate Advisory's iShares ESG Aware MSCI EAFE ETF position peaked at $602K in Q4 2025.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.