Parcion Private Wealth’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Parcion Private Wealth’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	$1.06M	Hold	10,298	–	–	0.06%	164
2026 Q1	$985K	Sell	10,298 -11	-0.1%	-$1.09K	0.06%	158
2025 Q4	$980K	Buy	+10,309	New	+$972K	0.06%	152
2023 Q4	–	Sell	-2,959	Closed	-$205K	–	192
2023 Q3	$205K	Sell	2,959 -270	-8%	-$19.4K	0.02%	177
2023 Q2	$235K	Buy	+3,229	New	+$236K	0.02%	168
2022 Q4	–	Sell	-6,122	Closed	-$344K	–	204
2022 Q3	$344K	Sell	6,122 -475,559	-99%	-$29.8M	0.04%	161
2022 Q2	$30.7M	Buy	481,681 +132,472	+38%	+$9.04M	3.03%	6
2022 Q1	$25.7M	Sell	349,209 -478,879	-58%	-$36.1M	2.41%	14
2021 Q4	$66M	Buy	828,088 +180,405	+28%	+$14.4M	5.96%	2
2021 Q3	$52M	Buy	647,683 +60,462	+10%	+$4.85M	4.61%	3
2021 Q2	$46.4M	Buy	587,221 +131,691	+29%	+$10.5M	4.65%	3
2021 Q1	$34.6M	Buy	+455,530	New	+$34.3M	3.91%	4

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

Parcion Private Wealth's ESGD Position: Q2 2026 in Review

Parcion Private Wealth held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 10,298 shares worth $1.06M. The position accounts for 0.06% of the portfolio, ranked #164.

Parcion Private Wealth first reported a position in ESGD in Q1 2021 and has held it in 12 quarters since. The position peaked at $66M in Q4 2021. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Parcion Private Wealth held 10,298 shares of iShares ESG Aware MSCI EAFE ETF worth $1.06M as of Q2 2026.
Parcion Private Wealth left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.06% of Parcion Private Wealth's portfolio in Q2 2026, its #164 holding.
Parcion Private Wealth first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2021 and has held it in 12 quarters since.
Parcion Private Wealth's iShares ESG Aware MSCI EAFE ETF position peaked at $66M in Q4 2021.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.