Pacific Center for Financial Services’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Pacific Center for Financial Services’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	$69.2K	Hold	673	–	–	0.02%	186
2026 Q1	$64.4K	Hold	673	–	–	0.02%	180
2025 Q4	$62.6K	Hold	673	–	–	0.02%	183
2025 Q3	$62.6K	Hold	673	–	–	0.02%	183
2025 Q2	$60K	Hold	673	–	–	0.02%	178
2025 Q1	$55K	Hold	673	–	–	0.01%	182
2024 Q4	$51.2K	Hold	673	–	–	0.01%	189
2024 Q3	$56.6K	Hold	673	–	–	0.01%	179
2024 Q2	$53K	Hold	673	–	–	0.01%	174
2024 Q1	$53.8K	Hold	673	–	–	0.02%	176
2023 Q4	$50.8K	Hold	673	–	–	0.02%	166
2023 Q3	$46.5K	Hold	673	–	–	0.02%	176
2023 Q2	$49.1K	Hold	673	–	–	0.02%	168
2023 Q1	$48.3K	Buy	+673	New	+$47.2K	0.02%	166
2022 Q3	$38K	Hold	673	–	–	0.01%	176
2022 Q2	$42K	Hold	673	–	–	0.02%	168
2022 Q1	$50K	Hold	673	–	–	0.02%	160
2021 Q4	$53K	Hold	673	–	–	0.02%	160
2021 Q3	$53K	Hold	673	–	–	0.02%	151
2021 Q2	$53K	Hold	673	–	–	0.02%	149
2021 Q1	$51K	Hold	673	–	–	0.02%	146
2020 Q4	$49K	Hold	673	–	–	0.02%	146
2020 Q3	$43K	Hold	673	–	–	0.02%	124
2020 Q2	$41K	Hold	673	–	–	0.02%	123
2020 Q1	$36K	Sell	673 -168	-20%	-$10.6K	0.02%	121
2019 Q4	$58K	Buy	+841	New	+$56K	0.03%	114

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

Pacific Center for Financial Services's ESGD Position: Q2 2026 in Review

Pacific Center for Financial Services held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 673 shares worth $69.2K. The position accounts for 0.02% of the portfolio, ranked #186.

Pacific Center for Financial Services first reported a position in ESGD in Q4 2019 and has held it in 26 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Pacific Center for Financial Services held 673 shares of iShares ESG Aware MSCI EAFE ETF worth $69.2K as of Q2 2026.
Pacific Center for Financial Services left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.02% of Pacific Center for Financial Services's portfolio in Q2 2026, its #186 holding.
Pacific Center for Financial Services first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2019 and has held it in 26 quarters since.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.