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ESGD icon

&Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

&Partners’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 		$4.83M Buy
47,019
+2,208
+5% +$224K 0.02% 611
2026
Q1 		$4.28M Sell
44,811
-4,797
-10% -$475K 0.02% 578
2025
Q4 		$4.72M Buy
49,608
+18,582
+60% +$1.75M 0.02% 517
2025
Q3 		$2.88M Sell
31,026
-847
-3% -$76.6K 0.02% 605
2025
Q2 		$2.84M Buy
31,873
+3,157
+11% +$269K 0.02% 533
2025
Q1 		$2.37M Buy
28,716
+3,019
+12% +$244K 0.03% 484
2024
Q4 		$1.96M Buy
25,697
+22,945
+834% +$1.83M 0.02% 510
2024
Q3 		$232K Buy
+2,752
New +$222K ﹤0.01% 1236

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

&Partners's ESGD Position: Q2 2026 in Review

&Partners increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 4.9% in Q2 2026, buying an estimated $224K and bringing the position to 47,019 shares worth $4.83M. The position accounts for 0.02% of the portfolio, ranked #611.

&Partners first reported a position in ESGD in Q3 2024 and has held it in 8 quarters since. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • &Partners held 47,019 shares of iShares ESG Aware MSCI EAFE ETF worth $4.83M as of Q2 2026.
  • &Partners bought 2,208 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $224K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.02% of &Partners's portfolio in Q2 2026, its #611 holding.
  • &Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2024 and has held it in 8 quarters since.
  • 757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.