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PDS Planning’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

PDS Planning’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 		$875K Buy
8,509
+165
+2% +$16.8K 0.05% 178
2026
Q1 		$798K Sell
8,344
-269
-3% -$26.6K 0.05% 175
2025
Q4 		$819K Sell
8,613
-309
-3% -$29.1K 0.05% 171
2025
Q3 		$830K Sell
8,922
-11
-0.1% -$995 0.06% 158
2025
Q2 		$797K Buy
8,933
+93
+1% +$7.93K 0.06% 158
2025
Q1 		$722K Buy
8,840
+100
+1% +$8.07K 0.06% 159
2024
Q4 		$665K Buy
8,740
+212
+2% +$16.9K 0.06% 147
2024
Q3 		$718K Buy
8,528
+3,373
+65% +$273K 0.06% 135
2024
Q2 		$406K Buy
5,155
+111
+2% +$8.81K 0.04% 207
2024
Q1 		$403K Buy
5,044
+59
+1% +$4.52K 0.04% 198
2023
Q4 		$377K Buy
4,985
+269
+6% +$19.1K 0.04% 194
2023
Q3 		$326K Hold
4,716
– – 0.04% 202
2023
Q2 		$344K Buy
4,716
+675
+17% +$49.2K 0.04% 189
2023
Q1 		$290K Sell
4,041
-85
-2% -$5.97K 0.04% 202
2022
Q4 		$271K Buy
4,126
+19
+0.5% +$1.19K 0.04% 155
2022
Q3 		$231K Sell
4,107
-551
-12% -$34.5K 0.04% 161
2022
Q2 		$292K Sell
4,658
-18
-0.4% -$1.23K 0.05% 145
2022
Q1 		$345K Sell
4,676
-206
-4% -$15.5K 0.06% 131
2021
Q4 		$388K Sell
4,882
-47
-1% -$3.74K 0.07% 113
2021
Q3 		$386K Sell
4,929
-23
-0.5% -$1.85K 0.09% 108
2021
Q2 		$391K Buy
4,952
+19
+0.4% +$1.51K 0.1% 105
2021
Q1 		$374K Hold
4,933
– – 0.11% 98
2020
Q4 		$360K Sell
4,933
-200
-4% -$13.7K 0.12% 92
2020
Q3 		$326K Hold
5,133
– – 0.13% 86
2020
Q2 		$311K Sell
5,133
-88
-2% -$5.05K 0.14% 88
2020
Q1 		$278K Buy
5,221
+4
+0.1% +$252 0.18% 76
2019
Q4 		$359K Buy
5,217
+36
+0.7% +$2.4K 0.23% 65
2019
Q3 		$332K Hold
5,181
– – 0.23% 63
2019
Q2 		$333K Buy
5,181
+1,137
+28% +$72.6K 0.25% 59
2019
Q1 		$256K Hold
4,044
– – 0.2% 67
2018
Q4 		$232K Buy
4,044
+958
+31% +$58.2K 0.2% 65
2018
Q3 		$204K Buy
+3,086
New +$203K 0.17% 72

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

PDS Planning's ESGD Position: Q2 2026 in Review

PDS Planning increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2% in Q2 2026, buying an estimated $16.8K and bringing the position to 8,509 shares worth $875K. The position accounts for 0.05% of the portfolio, ranked #178.

PDS Planning first reported a position in ESGD in Q3 2018 and has held it in 32 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • PDS Planning held 8,509 shares of iShares ESG Aware MSCI EAFE ETF worth $875K as of Q2 2026.
  • PDS Planning bought 165 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $16.8K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.05% of PDS Planning's portfolio in Q2 2026, its #178 holding.
  • PDS Planning first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2018 and has held it in 32 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.