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

Rehmann Capital Advisory 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	$556K	Sell	5,403 -142	-3%	-$14.4K	0.03%	397
2026 Q1	$530K	Buy	5,545 +114	+2%	+$11.3K	0.03%	385
2025 Q4	$516K	Buy	+5,431	New	+$512K	0.03%	384
2024 Q4	–	Sell	-3,036	Closed	-$256K	–	609
2024 Q3	$256K	Sell	3,036 -124	-4%	-$10K	0.02%	511
2024 Q2	$249K	Buy	3,160 +551	+21%	+$43.8K	0.02%	503
2024 Q1	$209K	Buy	+2,609	New	+$200K	0.02%	540
2023 Q1	–	Sell	-4,805	Closed	-$316K	–	557
2022 Q4	$316K	Buy	+4,805	New	+$302K	0.03%	396
2019 Q3	–	Sell	-35	Closed	-$2.25K	–	1781
2019 Q2	$2.25K	Hold	35	–	–	﹤0.01%	1757
2019 Q1	$2.21K	Buy	+35	New	+$2.15K	﹤0.01%	1733

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rehmann Capital Advisory Group's ESGD Position: Q2 2026 in Review

Rehmann Capital Advisory Group reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2.6% in Q2 2026, selling an estimated $14.4K and leaving 5,403 shares worth $556K. The position accounts for 0.03% of the portfolio, ranked #397.

Rehmann Capital Advisory Group first reported a position in ESGD in Q1 2019 and has held it in 9 quarters since. 759 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Rehmann Capital Advisory Group held 5,403 shares of iShares ESG Aware MSCI EAFE ETF worth $556K as of Q2 2026.
Rehmann Capital Advisory Group sold 142 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $14.4K.
iShares ESG Aware MSCI EAFE ETF made up 0.03% of Rehmann Capital Advisory Group's portfolio in Q2 2026, its #397 holding.
Rehmann Capital Advisory Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2019 and has held it in 9 quarters since.
759 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2026, filed 20 Aug 2026.