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

Private Wealth Management 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	$1.35M	Sell	13,123 -5,854	-31%	-$595K	0.31%	38
2026 Q1	$1.81M	Buy	18,977 +129	+0.7%	+$12.8K	0.48%	28
2025 Q4	$1.79M	Buy	18,848 +733	+4%	+$69.1K	0.48%	30
2025 Q3	$1.68M	Buy	18,115 +36	+0.2%	+$3.26K	0.46%	29
2025 Q2	$1.61M	Sell	18,079 -324	-2%	-$27.6K	0.54%	28
2025 Q1	$1.5M	Sell	18,403 -1,460	-7%	-$118K	0.55%	25
2024 Q4	$1.51M	Buy	19,863 +268	+1%	+$21.3K	0.58%	25
2024 Q3	$1.65M	Buy	19,595 +785	+4%	+$63.4K	0.65%	24
2024 Q2	$1.48M	Buy	18,810 +605	+3%	+$48K	0.64%	24
2024 Q1	$1.45M	Sell	18,205 -62	-0.3%	-$4.75K	0.66%	23
2023 Q4	$1.38M	Buy	+18,267	New	+$1.29M	0.68%	23

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Private Wealth Management Group's ESGD Position: Q2 2026 in Review

Private Wealth Management Group reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 31% in Q2 2026, selling an estimated $595K and leaving 13,123 shares worth $1.35M. The position accounts for 0.31% of the portfolio, ranked #38.

Private Wealth Management Group first reported a position in ESGD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.81M in Q1 2026. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Private Wealth Management Group held 13,123 shares of iShares ESG Aware MSCI EAFE ETF worth $1.35M as of Q2 2026.
Private Wealth Management Group sold 5,854 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $595K.
iShares ESG Aware MSCI EAFE ETF made up 0.31% of Private Wealth Management Group's portfolio in Q2 2026, its #38 holding.
Private Wealth Management Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's iShares ESG Aware MSCI EAFE ETF position peaked at $1.81M in Q1 2026.
757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

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