PCG
ESGD icon

Prosperity Consulting Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Prosperity Consulting 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 		$725K Buy
7,053
+1,221
+21% +$124K 0.03% 330
2026
Q1 		$558K Buy
+5,832
New +$577K 0.02% 343

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

Prosperity Consulting Group's ESGD Position: Q2 2026 in Review

Prosperity Consulting Group increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 21% in Q2 2026, buying an estimated $124K and bringing the position to 7,053 shares worth $725K. The position accounts for 0.03% of the portfolio, ranked #330.

Prosperity Consulting Group first reported a position in ESGD in Q1 2026 and has held it in 2 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Prosperity Consulting Group held 7,053 shares of iShares ESG Aware MSCI EAFE ETF worth $725K as of Q2 2026.
  • Prosperity Consulting Group bought 1,221 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $124K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.03% of Prosperity Consulting Group's portfolio in Q2 2026, its #330 holding.
  • Prosperity Consulting Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2026 and has held it in 2 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.