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Private Advisor Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Private Advisor 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 		$15.8M Sell
153,209
-28,719
-16% -$2.92M 0.07% 286
2026
Q1 		$17.4M Buy
181,928
+24,673
+16% +$2.44M 0.08% 259
2025
Q4 		$15M Sell
157,255
-4,104
-3% -$387K 0.07% 289
2025
Q3 		$15M Buy
161,359
+3,046
+2% +$276K 0.07% 274
2025
Q2 		$14.1M Buy
158,313
+12,874
+9% +$1.1M 0.08% 275
2025
Q1 		$11.9M Buy
145,439
+57,374
+65% +$4.63M 0.07% 287
2024
Q4 		$6.71M Buy
88,065
+1,305
+2% +$104K 0.04% 433
2024
Q3 		$7.3M Sell
86,760
-4,386
-5% -$354K 0.05% 394
2024
Q2 		$7.18M Sell
91,146
-70,598
-44% -$5.61M 0.05% 362
2024
Q1 		$12.9M Buy
161,744
+144,195
+822% +$11M 0.09% 203
2023
Q4 		$1.33M Sell
17,549
-537
-3% -$38K 0.01% 966
2023
Q3 		$1.25M Sell
18,086
-1,098
-6% -$79.1K 0.01% 930
2023
Q2 		$1.41M Buy
19,184
+1,154
+6% +$84.2K 0.01% 878
2023
Q1 		$1.3M Buy
18,030
+101
+0.6% +$7.09K 0.01% 870
2022
Q4 		$393K Buy
17,929
+1,212
+7% +$76.1K 0.02% 657
2022
Q3 		$938K Buy
16,717
+4,543
+37% +$285K 0.01% 946
2022
Q2 		$764K Sell
12,174
-26
-0.2% -$1.77K 0.01% 1205
2022
Q1 		$900K Sell
12,200
-1,292
-10% -$97.3K 0.01% 1139
2021
Q4 		$1.07M Buy
13,492
+1,130
+9% +$90K 0.01% 1098
2021
Q3 		$969K Buy
12,362
+433
+4% +$34.8K 0.01% 1221
2021
Q2 		$943K Buy
11,929
+99
+0.8% +$7.88K 0.01% 1093
2021
Q1 		$898K Buy
11,830
+1,427
+14% +$107K 0.01% 1045
2020
Q4 		$760K Buy
10,403
+928
+10% +$63.4K 0.01% 1019
2020
Q3 		$601K Sell
9,475
-112
-1% -$7.15K 0.01% 983
2020
Q2 		$581K Sell
9,587
-1,639
-15% -$94.1K 0.01% 960
2020
Q1 		$597K Buy
11,226
+3,327
+42% +$209K 0.01% 829
2019
Q4 		$543K Buy
7,899
+616
+8% +$41K 0.01% 1007
2019
Q3 		$467K Sell
7,283
-492
-6% -$31.1K 0.01% 1101
2019
Q2 		$500K Buy
7,775
+1,540
+25% +$98.3K 0.01% 1045
2019
Q1 		$394K Buy
+6,235
New +$383K 0.01% 1067

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

Private Advisor Group's ESGD Position: Q2 2026 in Review

Private Advisor Group reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 16% in Q2 2026, selling an estimated $2.92M and leaving 153,209 shares worth $15.8M. The position accounts for 0.07% of the portfolio, ranked #286.

Private Advisor Group first reported a position in ESGD in Q1 2019 and has held it in 30 quarters since. The position peaked at $17.4M in Q1 2026. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Private Advisor Group held 153,209 shares of iShares ESG Aware MSCI EAFE ETF worth $15.8M as of Q2 2026.
  • Private Advisor Group sold 28,719 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $2.92M.
  • iShares ESG Aware MSCI EAFE ETF made up 0.07% of Private Advisor Group's portfolio in Q2 2026, its #286 holding.
  • Private Advisor Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2019 and has held it in 30 quarters since.
  • Private Advisor Group's iShares ESG Aware MSCI EAFE ETF position peaked at $17.4M in Q1 2026.
  • 757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.