PFS
ESGD icon

Prospera Financial Services’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Prospera Financial Services’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 		$276K Buy
2,681
+324
+14% +$32.9K ﹤0.01% 1268
2026
Q1 		$225K Buy
2,357
+23
+1% +$2.28K ﹤0.01% 1316
2025
Q4 		$222K Buy
+2,334
New +$220K ﹤0.01% 1256
2022
Q3 		– Sell
-1,528
Closed -$96K – 1055
2022
Q2 		$96K Buy
1,528
+882
+137% +$60.2K ﹤0.01% 903
2022
Q1 		$48K Buy
+646
New +$48.6K ﹤0.01% 1395

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

Prospera Financial Services's ESGD Position: Q2 2026 in Review

Prospera Financial Services increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 14% in Q2 2026, buying an estimated $32.9K and bringing the position to 2,681 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

Prospera Financial Services first reported a position in ESGD in Q1 2022 and has held it in 5 quarters since. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Prospera Financial Services held 2,681 shares of iShares ESG Aware MSCI EAFE ETF worth $276K as of Q2 2026.
  • Prospera Financial Services bought 324 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $32.9K.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1268 holding.
  • Prospera Financial Services first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2022 and has held it in 5 quarters since.
  • 757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.