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Regatta Capital Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Regatta Capital 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 		$1.02M Buy
9,943
+74
+0.7% +$7.52K 0.14% 96
2026
Q1 		$944K Buy
9,869
+431
+5% +$42.6K 0.14% 95
2025
Q4 		$897K Sell
9,438
-499
-5% -$47K 0.14% 97
2025
Q3 		$924K Sell
9,937
-133
-1% -$12K 0.15% 93
2025
Q2 		$898K Sell
10,070
-1,209
-11% -$103K 0.15% 93
2025
Q1 		$921K Sell
11,279
-1,227
-10% -$99K 0.18% 86
2024
Q4 		$952K Buy
12,506
+69
+0.6% +$5.49K 0.18% 82
2024
Q3 		$1.05M Sell
12,437
-1,649
-12% -$133K 0.2% 80
2024
Q2 		$1.11M Sell
14,086
-1,391
-9% -$110K 0.24% 68
2024
Q1 		$1.24M Sell
15,477
-997
-6% -$76.4K 0.28% 61
2023
Q4 		$1.24M Sell
16,474
-1,007
-6% -$71.3K 0.33% 59
2023
Q3 		$1.21M Sell
17,481
-1,057
-6% -$76.1K 0.38% 53
2023
Q2 		$1.35M Buy
18,538
+2,799
+18% +$204K 0.43% 48
2023
Q1 		$1.03M Hold
15,739
– – 0.37% 68
2022
Q4 		$1.03M Sell
15,739
-3,716
-19% -$233K 0.37% 68
2022
Q3 		$1.22M Buy
19,455
+77
+0.4% +$4.83K 0.5% 54
2022
Q2 		$1.22M Buy
19,378
+3,383
+21% +$231K 0.58% 48
2022
Q1 		$1.18M Buy
15,995
+3,897
+32% +$293K 0.41% 66
2021
Q4 		$961K Buy
+12,098
New +$963K 0.34% 67

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

Regatta Capital Group's ESGD Position: Q2 2026 in Review

Regatta Capital Group increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.75% in Q2 2026, buying an estimated $7.52K and bringing the position to 9,943 shares worth $1.02M. The position accounts for 0.14% of the portfolio, ranked #96.

Regatta Capital Group first reported a position in ESGD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.35M in Q2 2023. 755 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Regatta Capital Group held 9,943 shares of iShares ESG Aware MSCI EAFE ETF worth $1.02M as of Q2 2026.
  • Regatta Capital Group bought 74 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $7.52K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.14% of Regatta Capital Group's portfolio in Q2 2026, its #96 holding.
  • Regatta Capital Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • Regatta Capital Group's iShares ESG Aware MSCI EAFE ETF position peaked at $1.35M in Q2 2023.
  • 755 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.