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

Pioneer Wealth Management Group’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	$3.01M	Buy	29,230 +5,574	+24%	+$566K	0.73%	19
2026 Q1	$2.26M	Sell	23,656 -2,206	-9%	-$218K	0.63%	18
2025 Q4	$2.46M	Buy	25,862 +1,417	+6%	+$134K	0.75%	17
2025 Q3	$2.27M	Sell	24,445 -487	-2%	-$44.1K	0.73%	18
2025 Q2	$2.22M	Sell	24,932 -777	-3%	-$66.3K	0.82%	16
2025 Q1	$2.1M	Buy	+25,709	New	+$2.07M	0.9%	15
2024 Q3	$1.92M	Sell	22,840 -653	-3%	-$52.8K	0.92%	18
2024 Q2	$1.85M	Buy	23,493 +1,237	+6%	+$98.2K	0.98%	18
2024 Q1	$1.78M	Buy	22,256 +653	+3%	+$50K	1.02%	18
2023 Q4	$1.63M	Buy	21,603 +5,760	+36%	+$408K	1.02%	18
2023 Q3	$1.1M	Buy	15,843 +897	+6%	+$64.6K	0.83%	24
2023 Q2	$1.09M	Buy	14,946 +1,337	+10%	+$97.5K	0.87%	23
2023 Q1	$978K	Buy	13,609 +2,483	+22%	+$174K	0.87%	22
2022 Q4	$731K	Buy	+11,126	New	+$699K	0.69%	25

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

Pioneer Wealth Management Group's ESGD Position: Q2 2026 in Review

Pioneer Wealth Management Group increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 24% in Q2 2026, buying an estimated $566K and bringing the position to 29,230 shares worth $3.01M. The position accounts for 0.73% of the portfolio, ranked #19.

Pioneer Wealth Management Group first reported a position in ESGD in Q4 2022 and has held it in 14 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Pioneer Wealth Management Group held 29,230 shares of iShares ESG Aware MSCI EAFE ETF worth $3.01M as of Q2 2026.
Pioneer Wealth Management Group bought 5,574 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $566K.
iShares ESG Aware MSCI EAFE ETF made up 0.73% of Pioneer Wealth Management Group's portfolio in Q2 2026, its #19 holding.
Pioneer Wealth Management Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Pioneer Wealth Management Group's 13F filing for Q2 2026, filed 7 Jul 2026.