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Peak Financial Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Peak Financial 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 		$853K Hold
8,295
– – 0.2% 48
2026
Q1 		$793K Sell
8,295
-50
-0.6% -$4.95K 0.2% 44
2025
Q4 		$794K Sell
8,345
-52
-0.6% -$4.9K 0.2% 46
2025
Q3 		$781K Buy
8,397
+115
+1% +$10.4K 0.21% 47
2025
Q2 		$739K Buy
8,282
+136
+2% +$11.6K 0.21% 47
2025
Q1 		$666K Sell
8,146
-205
-2% -$16.5K 0.2% 48
2024
Q4 		$636K Sell
8,351
-786
-9% -$62.5K 0.19% 51
2024
Q3 		$769K Sell
9,137
-790
-8% -$63.8K 0.23% 45
2024
Q2 		$782K Buy
9,927
+20
+0.2% +$1.59K 0.24% 44
2024
Q1 		$792K Buy
9,907
+824
+9% +$63.1K 0.25% 44
2023
Q4 		$686K Buy
9,083
+425
+5% +$30.1K 0.23% 47
2023
Q3 		$599K Buy
8,658
+328
+4% +$23.6K 0.22% 43
2023
Q2 		$608K Buy
8,330
+1,354
+19% +$98.8K 0.22% 46
2023
Q1 		$501K Sell
6,976
-175
-2% -$12.3K 0.19% 46
2022
Q4 		$470K Buy
7,151
+299
+4% +$18.8K 0.18% 46
2022
Q3 		$385K Buy
6,852
+606
+10% +$38K 0.16% 49
2022
Q2 		$392K Buy
6,246
+1,560
+33% +$106K 0.15% 46
2022
Q1 		$345K Buy
4,686
+702
+18% +$52.9K 0.12% 54
2021
Q4 		$317K Buy
3,984
+30
+0.8% +$2.39K 0.1% 58
2021
Q3 		$310K Hold
3,954
– – 0.11% 54
2021
Q2 		$312K Sell
3,954
-86
-2% -$6.84K 0.11% 53
2021
Q1 		$307K Buy
4,040
+110
+3% +$8.28K 0.11% 51
2020
Q4 		$287K Buy
+3,930
New +$268K 0.11% 54

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

Peak Financial Management's ESGD Position: Q2 2026 in Review

Peak Financial Management held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 8,295 shares worth $853K. The position accounts for 0.2% of the portfolio, ranked #48.

Peak Financial Management first reported a position in ESGD in Q4 2020 and has held it in 23 quarters since. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Peak Financial Management held 8,295 shares of iShares ESG Aware MSCI EAFE ETF worth $853K as of Q2 2026.
  • Peak Financial Management left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 0.2% of Peak Financial Management's portfolio in Q2 2026, its #48 holding.
  • Peak Financial Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • 757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.