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Orgel Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Orgel Wealth Management’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 		$9.31M Sell
90,566
-119
-0.1% -$12.1K 0.18% 29
2026
Q1 		$8.67M Buy
90,685
+32,767
+57% +$3.24M 0.19% 31
2025
Q4 		$5.51M Sell
57,918
-51
-0.1% -$4.81K 0.12% 33
2025
Q3 		$5.39M Buy
57,969
+98
+0.2% +$8.87K 0.12% 33
2025
Q2 		$5.16M Sell
57,871
-41,881
-42% -$3.57M 0.12% 32
2025
Q1 		$8.15M Sell
99,752
-14,038
-12% -$1.13M 0.21% 28
2024
Q4 		$8.66M Buy
113,790
+6,860
+6% +$546K 0.23% 29
2024
Q3 		$9M Buy
106,930
+110
+0.1% +$8.89K 0.23% 31
2024
Q2 		$8.42M Buy
106,820
+32,739
+44% +$2.6M 0.23% 30
2024
Q1 		$5.92M Buy
74,081
+1,772
+2% +$136K 0.16% 30
2023
Q4 		$5.46M Buy
72,309
+371
+0.5% +$26.3K 0.16% 32
2023
Q3 		$4.97M Buy
71,938
+148
+0.2% +$10.7K 0.17% 29
2023
Q2 		$5.24M Sell
71,790
-16
-0% -$1.17K 0.17% 28
2023
Q1 		$5.16M Sell
71,806
-41,742
-37% -$2.93M 0.18% 30
2022
Q4 		$7.46M Buy
113,548
+104,430
+1,145% +$6.56M 0.29% 29
2022
Q3 		$512K Buy
+9,118
New +$572K 0.03% 45

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

Orgel Wealth Management's ESGD Position: Q2 2026 in Review

Orgel Wealth Management reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.13% in Q2 2026, selling an estimated $12.1K and leaving 90,566 shares worth $9.31M. The position accounts for 0.18% of the portfolio, ranked #29.

Orgel Wealth Management first reported a position in ESGD in Q3 2022 and has held it in 16 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Orgel Wealth Management held 90,566 shares of iShares ESG Aware MSCI EAFE ETF worth $9.31M as of Q2 2026.
  • Orgel Wealth Management sold 119 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $12.1K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.18% of Orgel Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Orgel Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2022 and has held it in 16 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.