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Presilium Private Wealth’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Presilium Private Wealth’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 		$1.12M Buy
10,861
+209
+2% +$21.2K 0.17% 34
2026
Q1 		$1.02M Sell
10,652
-3
-0% -$297 0.18% 32
2025
Q4 		$1.01M Buy
10,655
+61
+0.6% +$5.75K 0.19% 35
2025
Q3 		$985K Buy
10,594
+214
+2% +$19.4K 0.19% 33
2025
Q2 		$926K Sell
10,380
-39
-0.4% -$3.33K 0.19% 34
2025
Q1 		$851K Sell
10,419
-255
-2% -$20.6K 0.19% 38
2024
Q4 		$813K Buy
10,674
+1,446
+16% +$115K 0.19% 42
2024
Q3 		$777K Buy
9,228
+19
+0.2% +$1.53K 0.18% 43
2024
Q2 		$725K Buy
9,209
+367
+4% +$29.1K 0.18% 44
2024
Q1 		$707K Sell
8,842
-286
-3% -$21.9K 0.19% 44
2023
Q4 		$690K Buy
9,128
+15
+0.2% +$1.06K 0.2% 44
2023
Q3 		$630K Buy
9,113
+5,279
+138% +$380K 0.2% 30
2023
Q2 		$280K Buy
3,834
+38
+1% +$2.77K 0.1% 50
2023
Q1 		$273K Sell
3,796
-100
-3% -$7.02K 0.11% 46
2022
Q4 		$256K Buy
+3,896
New +$245K 0.11% 43

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

Presilium Private Wealth's ESGD Position: Q2 2026 in Review

Presilium Private Wealth increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2% in Q2 2026, buying an estimated $21.2K and bringing the position to 10,861 shares worth $1.12M. The position accounts for 0.17% of the portfolio, ranked #34.

Presilium Private Wealth first reported a position in ESGD in Q4 2022 and has held it in 15 quarters since. 753 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Presilium Private Wealth held 10,861 shares of iShares ESG Aware MSCI EAFE ETF worth $1.12M as of Q2 2026.
  • Presilium Private Wealth bought 209 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $21.2K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.17% of Presilium Private Wealth's portfolio in Q2 2026, its #34 holding.
  • Presilium Private Wealth first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • 753 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Presilium Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.