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Relyea Zuckerberg Hanson’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Relyea Zuckerberg Hanson’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 		$7.04M Sell
68,476
-350
-0.5% -$35.6K 0.59% 39
2026
Q1 		$6.58M Buy
68,826
+302
+0.4% +$29.9K 0.66% 38
2025
Q4 		$6.52M Buy
68,524
+2,139
+3% +$202K 0.66% 34
2025
Q3 		$6.17M Buy
66,385
+4,987
+8% +$451K 0.65% 33
2025
Q2 		$5.48M Buy
61,398
+3,312
+6% +$282K 0.64% 31
2025
Q1 		$4.75M Buy
58,086
+1,371
+2% +$111K 0.64% 33
2024
Q4 		$4.32M Sell
56,715
-408
-0.7% -$32.5K 0.58% 33
2024
Q3 		$4.81M Buy
57,123
+1,757
+3% +$142K 0.73% 25
2024
Q2 		$4.36M Buy
55,366
+457
+0.8% +$36.3K 0.73% 25
2024
Q1 		$4.39M Buy
54,909
+4,450
+9% +$341K 0.77% 25
2023
Q4 		$3.81M Buy
50,459
+5,065
+11% +$359K 0.74% 24
2023
Q3 		$3.14M Buy
45,394
+10,796
+31% +$777K 0.72% 27
2023
Q2 		$2.52M Buy
34,598
+9,044
+35% +$660K 0.57% 31
2023
Q1 		$1.84M Buy
25,554
+6,025
+31% +$423K 0.45% 40
2022
Q4 		$1.28M Buy
19,529
+1,432
+8% +$89.9K 0.37% 43
2022
Q3 		$1.02M Buy
18,097
+8,077
+81% +$506K 0.37% 39
2022
Q2 		$629K Buy
10,020
+1,395
+16% +$95.2K 0.23% 64
2022
Q1 		$625K Buy
8,625
+3,374
+64% +$254K 0.2% 77
2021
Q4 		$405K Buy
5,251
+526
+11% +$41.9K 0.15% 103
2021
Q3 		$370K Hold
4,725
– – 0.14% 101
2021
Q2 		$373K Hold
4,725
– – 0.15% 91
2021
Q1 		$373K Sell
4,725
-520
-10% -$39.2K 0.16% 84
2020
Q4 		$383K Hold
5,245
– – 0.21% 76
2020
Q3 		$337K Sell
5,245
-105
-2% -$6.7K 0.22% 78
2020
Q2 		$324K Sell
5,350
-1,325
-20% -$76.1K 0.26% 77
2020
Q1 		$355K Buy
+6,675
New +$420K 0.39% 63

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

Relyea Zuckerberg Hanson's ESGD Position: Q2 2026 in Review

Relyea Zuckerberg Hanson reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.51% in Q2 2026, selling an estimated $35.6K and leaving 68,476 shares worth $7.04M. The position accounts for 0.59% of the portfolio, ranked #39.

Relyea Zuckerberg Hanson first reported a position in ESGD in Q1 2020 and has held it in 26 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Relyea Zuckerberg Hanson held 68,476 shares of iShares ESG Aware MSCI EAFE ETF worth $7.04M as of Q2 2026.
  • Relyea Zuckerberg Hanson sold 350 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $35.6K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.59% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #39 holding.
  • Relyea Zuckerberg Hanson first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2020 and has held it in 26 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.