Raymond James Financial
ESGD icon

Raymond James Financial’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Raymond James Financial’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 		$26.4M Sell
257,039
-1,993
-0.8% -$202K 0.01% 1362
2026
Q1 		$24.8M Sell
259,032
-5,805
-2% -$574K 0.01% 1322
2025
Q4 		$25.2M Buy
264,837
+36,638
+16% +$3.45M 0.01% 1279
2025
Q3 		$21.2M Buy
228,199
+18,122
+9% +$1.64M 0.01% 1372
2025
Q2 		$18.7M Buy
210,077
+51,938
+33% +$4.43M 0.01% 1419
2025
Q1 		$12.9M Sell
158,139
-15,127
-9% -$1.22M ﹤0.01% 1623
2024
Q4 		$13.2M Buy
+173,266
New +$13.8M ﹤0.01% 1627

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

Raymond James Financial's ESGD Position: Q2 2026 in Review

Raymond James Financial reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.77% in Q2 2026, selling an estimated $202K and leaving 257,039 shares worth $26.4M. The position accounts for 0.01% of the portfolio, ranked #1362.

Raymond James Financial first reported a position in ESGD in Q4 2024 and has held it in 7 quarters since. 760 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Raymond James Financial held 257,039 shares of iShares ESG Aware MSCI EAFE ETF worth $26.4M as of Q2 2026.
  • Raymond James Financial sold 1,993 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $202K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1362 holding.
  • Raymond James Financial first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • 760 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.