Principal Financial Group
ESGD icon

Principal Financial Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Principal Financial 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
Q3 		$7.56M Sell
73,323
-31,465
-30% -$3.3M ﹤0.01% 1522
2026
Q2 		$10.8M Buy
104,788
+9,893
+10% +$1.01M 0.01% 1362
2026
Q1 		$9.07M Buy
94,895
+30,607
+48% +$3.03M ﹤0.01% 1373
2025
Q4 		$6.11M Sell
64,288
-27,722
-30% -$2.61M ﹤0.01% 1539
2025
Q3 		$8.56M Buy
+92,010
New +$8.32M ﹤0.01% 1371

Other funds holding ESGD

Wealthfront Advisers
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US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Principal Financial Group's ESGD Position: Q3 2026 in Review

Principal Financial Group reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 30% in Q3 2026, selling an estimated $3.3M and leaving 73,323 shares worth $7.56M. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

Principal Financial Group first reported a position in ESGD in Q3 2025 and has held it in 5 quarters since. The position peaked at $10.8M in Q2 2026. 504 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Principal Financial Group held 73,323 shares of iShares ESG Aware MSCI EAFE ETF worth $7.56M as of Q3 2026.
  • Principal Financial Group sold 31,465 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $3.3M.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Principal Financial Group's portfolio in Q3 2026, its #1522 holding.
  • Principal Financial Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2025 and has held it in 5 quarters since.
  • Principal Financial Group's iShares ESG Aware MSCI EAFE ETF position peaked at $10.8M in Q2 2026.
  • 504 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Principal Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.