Pension & Wealth Management Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Pension & Wealth Management Advisors’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	$209K	Sell	2,032 -174	-8%	-$17.7K	0.06%	178
2026 Q1	$211K	Buy	2,206 +550	+33%	+$54.4K	0.06%	164
2025 Q4	$157K	Hold	1,656	–	–	0.05%	184
2025 Q3	$154K	Buy	1,656 +389	+31%	+$35.2K	0.05%	166
2025 Q2	$113K	Hold	1,267	–	–	0.04%	193
2025 Q1	$104K	Hold	1,267	–	–	0.04%	201
2024 Q4	$96.5K	Hold	1,267	–	–	0.04%	191
2024 Q3	$107K	Hold	1,267	–	–	0.05%	157
2024 Q2	$99.8K	Sell	1,267 -727	-36%	-$57.7K	0.06%	151
2024 Q1	$159K	Sell	1,994 -634	-24%	-$48.6K	0.1%	107
2023 Q4	$199K	Sell	2,628 -140	-5%	-$9.91K	0.13%	88
2023 Q3	$191K	Hold	2,768	–	–	0.14%	82
2023 Q2	$202K	Hold	2,768	–	–	0.15%	79
2023 Q1	$199K	Hold	2,768	–	–	0.16%	78
2022 Q4	$182K	Buy	+2,768	New	+$174K	0.16%	77

Other funds holding ESGD

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Pension & Wealth Management Advisors's ESGD Position: Q2 2026 in Review

Pension & Wealth Management Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 7.9% in Q2 2026, selling an estimated $17.7K and leaving 2,032 shares worth $209K. The position accounts for 0.06% of the portfolio, ranked #178.

Pension & Wealth Management Advisors first reported a position in ESGD in Q4 2022 and has held it in 15 quarters since. The position peaked at $211K in Q1 2026. 728 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Pension & Wealth Management Advisors held 2,032 shares of iShares ESG Aware MSCI EAFE ETF worth $209K as of Q2 2026.
Pension & Wealth Management Advisors sold 174 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $17.7K.
iShares ESG Aware MSCI EAFE ETF made up 0.06% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #178 holding.
Pension & Wealth Management Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
Pension & Wealth Management Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $211K in Q1 2026.
728 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.