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Plante Moran Financial Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Plante Moran Financial 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 		$1.25M Buy
12,207
+4
+0% +$406 0.06% 38
2026
Q1 		$1.17M Buy
12,203
+9,181
+304% +$908K 0.08% 37
2025
Q4 		$287K Buy
3,022
+244
+9% +$23K 0.02% 134
2025
Q3 		$258K Sell
2,778
-185
-6% -$16.7K 0.02% 147
2025
Q2 		$264K Buy
2,963
+94
+3% +$8.02K 0.02% 136
2025
Q1 		$234K Sell
2,869
-88
-3% -$7.1K 0.02% 154
2024
Q4 		$225K Hold
2,957
– – 0.02% 162
2024
Q3 		$249K Sell
2,957
-689
-19% -$55.7K 0.02% 155
2024
Q2 		$287K Sell
3,646
-1,368
-27% -$109K 0.03% 131
2024
Q1 		$401K Hold
5,014
– – 0.04% 96
2023
Q4 		$379K Hold
5,014
– – 0.04% 103
2023
Q3 		$347K Hold
5,014
– – 0.04% 100
2023
Q2 		$366K Buy
5,014
+160
+3% +$11.7K 0.04% 99
2023
Q1 		$349K Buy
4,854
+1,065
+28% +$74.7K 0.05% 100
2022
Q4 		$249K Buy
3,789
+820
+28% +$51.5K 0.04% 135
2022
Q3 		$167K Sell
2,969
-1,526
-34% -$95.7K 0.03% 160
2022
Q2 		$282K Sell
4,495
-7,287
-62% -$497K 0.05% 121
2022
Q1 		$869K Buy
11,782
+3,772
+47% +$284K 0.16% 57
2021
Q4 		$636K Buy
8,010
+2,660
+50% +$212K 0.1% 71
2021
Q3 		$419K Buy
5,350
+1,126
+27% +$90.4K 0.09% 107
2021
Q2 		$334K Buy
4,224
+1,695
+67% +$135K 0.08% 121
2021
Q1 		$192K Buy
2,529
+1,168
+86% +$88K 0.05% 178
2020
Q4 		$99K Buy
1,361
+946
+228% +$64.6K 0.03% 251
2020
Q3 		$26K Buy
+415
New +$26.5K 0.01% 439

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

Plante Moran Financial Advisors's ESGD Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.03% in Q2 2026, buying an estimated $406 and bringing the position to 12,207 shares worth $1.25M. The position accounts for 0.06% of the portfolio, ranked #38.

Plante Moran Financial Advisors first reported a position in ESGD in Q3 2020 and has held it in 24 quarters since. 755 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Plante Moran Financial Advisors held 12,207 shares of iShares ESG Aware MSCI EAFE ETF worth $1.25M as of Q2 2026.
  • Plante Moran Financial Advisors bought 4 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $406.
  • iShares ESG Aware MSCI EAFE ETF made up 0.06% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #38 holding.
  • Plante Moran Financial Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2020 and has held it in 24 quarters since.
  • 755 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.