Revolve Wealth Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Revolve Wealth Partners’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	$220K	Buy	2,135 +1	+0%	+$102	0.02%	326
2026 Q1	$204K	Sell	2,134 -64	-3%	-$6.33K	0.03%	220
2025 Q4	$209K	Sell	2,198 -35	-2%	-$3.3K	0.02%	217
2025 Q3	$208K	Sell	2,233 -37	-2%	-$3.35K	0.02%	222
2025 Q2	$203K	Buy	+2,270	New	+$194K	0.03%	219
2024 Q4	–	Sell	-3,065	Closed	-$258K	–	222
2024 Q3	$258K	Sell	3,065 -69	-2%	-$5.58K	0.04%	168
2024 Q2	$247K	Sell	3,134 -873	-22%	-$69.3K	0.04%	152
2024 Q1	$320K	Sell	4,007 -1,054	-21%	-$80.7K	0.05%	126
2023 Q4	$382K	Sell	5,061 -520	-9%	-$36.8K	0.07%	110
2023 Q3	$386K	Sell	5,581 -267	-5%	-$19.2K	0.09%	101
2023 Q2	$427K	Buy	5,848 +838	+17%	+$61.1K	0.1%	91
2023 Q1	$360K	Buy	5,010 +442	+10%	+$31K	0.09%	97
2022 Q4	$300K	Buy	+4,568	New	+$287K	0.09%	107

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

Revolve Wealth Partners's ESGD Position: Q2 2026 in Review

Revolve Wealth Partners increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.05% in Q2 2026, buying an estimated $102 and bringing the position to 2,135 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #326.

Revolve Wealth Partners first reported a position in ESGD in Q4 2022 and has held it in 13 quarters since. The position peaked at $427K in Q2 2023. 755 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Revolve Wealth Partners held 2,135 shares of iShares ESG Aware MSCI EAFE ETF worth $220K as of Q2 2026.
Revolve Wealth Partners bought 1 iShares ESG Aware MSCI EAFE ETF share in Q2 2026, an estimated $102.
iShares ESG Aware MSCI EAFE ETF made up 0.02% of Revolve Wealth Partners's portfolio in Q2 2026, its #326 holding.
Revolve Wealth Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and has held it in 13 quarters since.
Revolve Wealth Partners's iShares ESG Aware MSCI EAFE ETF position peaked at $427K in Q2 2023.
755 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.