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Patriot Financial Group Insurance Agency’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-2,704
Closed -$259K – 547
2026
Q1 		$259K Buy
+2,704
New +$268K 0.01% 604
2025
Q3 		– Sell
-2,997
Closed -$267K – 522
2025
Q2 		$267K Buy
+2,997
New +$256K 0.03% 428
2024
Q4 		– Sell
-4,166
Closed -$351K – 492
2024
Q3 		$351K Sell
4,166
-96
-2% -$7.76K 0.05% 352
2024
Q2 		$336K Sell
4,262
-126
-3% -$10K 0.05% 342
2024
Q1 		$351K Sell
4,388
-300
-6% -$23K 0.06% 330
2023
Q4 		$354K Sell
4,688
-2,380
-34% -$169K 0.07% 302
2023
Q3 		$489K Sell
7,068
-692
-9% -$49.8K 0.1% 238
2023
Q2 		$566K Buy
7,760
+92
+1% +$6.71K 0.11% 223
2023
Q1 		$551K Sell
7,668
-1,071
-12% -$75.2K 0.11% 208
2022
Q4 		$574K Sell
8,739
-94
-1% -$5.9K 0.08% 187
2022
Q3 		$496K Sell
8,833
-119
-1% -$7.46K 0.12% 196
2022
Q2 		$562K Sell
8,952
-1,300
-13% -$88.7K 0.11% 185
2022
Q1 		$756K Sell
10,252
-2,557
-20% -$193K 0.13% 169
2021
Q4 		$1.02M Buy
12,809
+807
+7% +$64.3K 0.17% 129
2021
Q3 		$941K Buy
12,002
+511
+4% +$41K 0.17% 134
2021
Q2 		$908K Sell
11,491
-93
-0.8% -$7.4K 0.17% 135
2021
Q1 		$879K Buy
11,584
+683
+6% +$51.4K 0.2% 117
2020
Q4 		$796K Sell
10,901
-416
-4% -$28.4K 0.2% 112
2020
Q3 		$718K Buy
11,317
+1,661
+17% +$106K 0.23% 92
2020
Q2 		$585K Buy
9,656
+103
+1% +$5.91K 0.22% 101
2020
Q1 		$508K Sell
9,553
-2,814
-23% -$177K 0.23% 90
2019
Q4 		$850K Buy
12,367
+4,376
+55% +$292K 0.32% 58
2019
Q3 		$512K Buy
7,991
+3,936
+97% +$249K 0.23% 81
2019
Q2 		$263K Buy
4,055
+3,995
+6,658% +$255K 0.11% 155
2019
Q1 		$4K Hold
60
– – ﹤0.01% 891
2018
Q4 		$3K Hold
60
– – ﹤0.01% 784
2018
Q3 		$4K Buy
+60
New +$3.94K ﹤0.01% 772

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

Patriot Financial Group Insurance Agency's ESGD Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026, closing a stake of 2,704 shares — an estimated $259K sold.

Patriot Financial Group Insurance Agency first reported a position in ESGD in Q3 2018 and held it in 27 quarters. The position peaked at $1.02M in Q4 2021. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2,704 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $259K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2018 and held it in 27 quarters.
  • Patriot Financial Group Insurance Agency's iShares ESG Aware MSCI EAFE ETF position peaked at $1.02M in Q4 2021.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.