Orin Green Financial’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Orin Green Financial’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	10,359 +108	+1%	+$11K	0.39%	39
2026 Q1	$980K	Buy	10,251 +1,181	+13%	+$117K	0.4%	38
2025 Q4	$862K	Hold	9,070	–	–	0.35%	42
2025 Q3	$843K	Hold	9,070	–	–	0.34%	46
2025 Q2	$809K	Hold	9,070	–	–	0.34%	44
2025 Q1	$732K	Buy	+9,070	New	+$732K	0.35%	42
2024 Q4	–	Sell	-8,793	Closed	-$700K	–	45
2024 Q3	$740K	Hold	8,793	–	–	0.32%	45
2024 Q2	$693K	Buy	+8,793	New	+$698K	0.32%	42
2024 Q1	–	Sell	-8,681	Closed	-$665K	–	41
2023 Q4	$656K	Buy	8,681 +3,331	+62%	+$236K	0.32%	43
2023 Q3	$415K	Buy	+5,350	New	+$385K	0.23%	49

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

Orin Green Financial's ESGD Position: Q2 2026 in Review

Orin Green Financial increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.1% in Q2 2026, buying an estimated $11K and bringing the position to 10,359 shares worth $1.07M. The position accounts for 0.39% of the portfolio, ranked #39.

Orin Green Financial first reported a position in ESGD in Q3 2023 and has held it in 10 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Orin Green Financial held 10,359 shares of iShares ESG Aware MSCI EAFE ETF worth $1.07M as of Q2 2026.
Orin Green Financial bought 108 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $11K.
iShares ESG Aware MSCI EAFE ETF made up 0.39% of Orin Green Financial's portfolio in Q2 2026, its #39 holding.
Orin Green Financial first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2023 and has held it in 10 quarters since.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.