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Regal Investment Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Regal Investment Advisors’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 		$315K Sell
3,062
-1,280
-29% -$130K 0.02% 552
2026
Q1 		$415K Buy
4,342
+18
+0.4% +$1.78K 0.02% 469
2025
Q4 		$411K Sell
4,324
-599
-12% -$56.5K 0.02% 456
2025
Q3 		$458K Buy
4,923
+1,586
+48% +$143K 0.03% 394
2025
Q2 		$298K Buy
+3,337
New +$285K 0.02% 426
2023
Q4 		– Sell
-4,348
Closed -$301K – 553
2023
Q3 		$301K Sell
4,348
-2,464
-36% -$177K 0.03% 389
2023
Q2 		$497K Buy
6,812
+127
+2% +$9.26K 0.04% 297
2023
Q1 		$480K Buy
6,685
+652
+11% +$45.8K 0.04% 290
2022
Q4 		$397K Buy
6,033
+327
+6% +$20.5K 0.04% 325
2022
Q3 		$320K Buy
5,706
+246
+5% +$15.4K 0.03% 352
2022
Q2 		$343K Buy
5,460
+199
+4% +$13.6K 0.04% 350
2022
Q1 		$388K Sell
5,261
-4,861
-48% -$366K 0.04% 353
2021
Q4 		$804K Buy
10,122
+1,924
+23% +$153K 0.07% 273
2021
Q3 		$643K Buy
8,198
+3,005
+58% +$241K 0.06% 300
2021
Q2 		$410K Buy
+5,193
New +$413K 0.04% 359

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

Regal Investment Advisors's ESGD Position: Q2 2026 in Review

Regal Investment Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 29% in Q2 2026, selling an estimated $130K and leaving 3,062 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #552.

Regal Investment Advisors first reported a position in ESGD in Q2 2021 and has held it in 15 quarters since. The position peaked at $804K in Q4 2021. 759 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Regal Investment Advisors held 3,062 shares of iShares ESG Aware MSCI EAFE ETF worth $315K as of Q2 2026.
  • Regal Investment Advisors sold 1,280 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $130K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.02% of Regal Investment Advisors's portfolio in Q2 2026, its #552 holding.
  • Regal Investment Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2021 and has held it in 15 quarters since.
  • Regal Investment Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $804K in Q4 2021.
  • 759 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.