Pathstone Holdings
ESGD icon

Pathstone Holdings’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Pathstone Holdings’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 		$2.09M Buy
20,297
+10,765
+113% +$1.09M 0.01% 1087
2026
Q1 		$911K Hold
9,532
– – ﹤0.01% 1456
2025
Q4 		$906K Hold
9,532
– – ﹤0.01% 1467
2025
Q3 		$886K Sell
9,532
-8
-0.1% -$724 ﹤0.01% 1493
2025
Q2 		$851K Buy
9,540
+150
+2% +$12.8K ﹤0.01% 1470
2025
Q1 		$767K Sell
9,390
-28
-0.3% -$2.26K ﹤0.01% 1511
2024
Q4 		$717K Sell
9,418
-137
-1% -$10.9K ﹤0.01% 1544
2024
Q3 		$804K Sell
9,555
-293
-3% -$23.7K ﹤0.01% 1484
2024
Q2 		$776K Sell
9,848
-93
-0.9% -$7.38K ﹤0.01% 1456
2024
Q1 		$794K Buy
9,941
+200
+2% +$15.3K ﹤0.01% 1432
2023
Q4 		$736K Buy
+9,741
New +$690K ﹤0.01% 1264

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

Pathstone Holdings's ESGD Position: Q2 2026 in Review

Pathstone Holdings increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 113% in Q2 2026, buying an estimated $1.09M and bringing the position to 20,297 shares worth $2.09M. The position accounts for 0.01% of the portfolio, ranked #1087.

Pathstone Holdings first reported a position in ESGD in Q4 2023 and has held it in 11 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Pathstone Holdings held 20,297 shares of iShares ESG Aware MSCI EAFE ETF worth $2.09M as of Q2 2026.
  • Pathstone Holdings bought 10,765 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $1.09M.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1087 holding.
  • Pathstone Holdings first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.