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

Phillips 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 		– Sell
-843
Closed -$80.6K – 296
2026
Q1 		$80.6K Hold
843
– – 0.01% 221
2025
Q4 		$80.2K Hold
843
– – 0.01% 236
2025
Q3 		$78.4K Hold
843
– – 0.01% 242
2025
Q2 		$75.2K Hold
843
– – 0.01% 213
2025
Q1 		$68.9K Hold
843
– – 0.01% 208
2024
Q4 		$64.2K Buy
843
+72
+9% +$5.73K 0.01% 206
2024
Q3 		$64.9K Buy
+771
New +$62.3K 0.01% 213

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

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

Phillips Financial Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026, closing a stake of 843 shares — an estimated $80.6K sold.

Phillips Financial Management first reported a position in ESGD in Q3 2024 and held it in 7 quarters. The position peaked at $80.6K in Q1 2026. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Phillips Financial Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Phillips Financial Management sold 843 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $80.6K.
  • Phillips Financial Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2024 and held it in 7 quarters.
  • Phillips Financial Management's iShares ESG Aware MSCI EAFE ETF position peaked at $80.6K in Q1 2026.
  • 757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.