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ESGD icon

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

Planning Alternatives’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 		$1.95M Buy
19,007
+89
+0.5% +$9.04K 0.21% 28
2026
Q1 		$1.81M Buy
18,918
+1,253
+7% +$124K 0.23% 24
2025
Q4 		$1.68M Buy
17,665
+1,324
+8% +$125K 0.21% 26
2025
Q3 		$1.52M Buy
16,341
+450
+3% +$40.7K 0.2% 28
2025
Q2 		$1.42M Sell
15,891
-385
-2% -$32.8K 0.2% 27
2025
Q1 		$1.33M Sell
16,276
-1,215
-7% -$98K 0.2% 27
2024
Q4 		$1.33M Buy
17,491
+1,589
+10% +$126K 0.2% 24
2024
Q3 		$1.34M Buy
15,902
+755
+5% +$61K 0.2% 24
2024
Q2 		$1.19M Buy
15,147
+630
+4% +$50K 0.19% 24
2024
Q1 		$1.16M Buy
14,517
+65
+0.4% +$4.98K 0.19% 24
2023
Q4 		$1.09M Sell
14,452
-458
-3% -$32.4K 0.19% 24
2023
Q3 		$1.03M Buy
14,910
+690
+5% +$49.7K 0.2% 23
2023
Q2 		$1.04M Hold
14,220
– – 0.19% 23
2023
Q1 		$1.02M Hold
14,220
– – 0.2% 22
2022
Q4 		$935K Sell
14,220
-2,025
-12% -$127K 0.17% 26
2022
Q3 		$912K Buy
16,245
+5,296
+48% +$332K 0.19% 22
2022
Q2 		$687K Buy
10,949
+3,229
+42% +$220K 0.13% 28
2022
Q1 		$569K Buy
7,720
+816
+12% +$61.5K 0.09% 32
2021
Q4 		$549K Buy
6,904
+1,944
+39% +$155K 0.08% 32
2021
Q3 		$389K Hold
4,960
– – 0.06% 33
2021
Q2 		$392K Buy
+4,960
New +$395K 0.06% 32

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

Planning Alternatives's ESGD Position: Q2 2026 in Review

Planning Alternatives increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.47% in Q2 2026, buying an estimated $9.04K and bringing the position to 19,007 shares worth $1.95M. The position accounts for 0.21% of the portfolio, ranked #28.

Planning Alternatives first reported a position in ESGD in Q2 2021 and has held it in 21 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Planning Alternatives held 19,007 shares of iShares ESG Aware MSCI EAFE ETF worth $1.95M as of Q2 2026.
  • Planning Alternatives bought 89 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $9.04K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.21% of Planning Alternatives's portfolio in Q2 2026, its #28 holding.
  • Planning Alternatives first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2021 and has held it in 21 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Planning Alternatives's 13F filing for Q2 2026, filed 12 Aug 2026.