Paulson Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Paulson Wealth Management’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	$735K	Buy	7,145 +242	+4%	+$24.6K	0.16%	59
2026 Q1	$660K	Sell	6,903 -491	-7%	-$48.6K	0.15%	60
2025 Q4	$703K	Buy	7,394 +772	+12%	+$72.8K	0.16%	62
2025 Q3	$616K	Buy	6,622 +241	+4%	+$21.8K	0.15%	71
2025 Q2	$569K	Buy	6,381 +125	+2%	+$10.7K	0.15%	77
2025 Q1	$511K	Buy	6,256 +342	+6%	+$27.6K	0.14%	69
2024 Q4	$450K	Buy	5,914 +161	+3%	+$12.8K	0.12%	82
2024 Q3	$484K	Buy	5,753 +2,378	+70%	+$192K	0.13%	82
2024 Q2	$266K	Buy	3,375 +165	+5%	+$13.1K	0.08%	116
2024 Q1	$257K	Buy	+3,210	New	+$246K	0.08%	122

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

Paulson Wealth Management's ESGD Position: Q2 2026 in Review

Paulson Wealth Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 3.5% in Q2 2026, buying an estimated $24.6K and bringing the position to 7,145 shares worth $735K. The position accounts for 0.16% of the portfolio, ranked #59.

Paulson Wealth Management first reported a position in ESGD in Q1 2024 and has held it in 10 quarters since. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Paulson Wealth Management held 7,145 shares of iShares ESG Aware MSCI EAFE ETF worth $735K as of Q2 2026.
Paulson Wealth Management bought 242 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $24.6K.
iShares ESG Aware MSCI EAFE ETF made up 0.16% of Paulson Wealth Management's portfolio in Q2 2026, its #59 holding.
Paulson Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Paulson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.