RP
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Rice Partnership’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Rice Partnership’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 		– Sell
-1,192
Closed -$114K – 174
2026
Q1 		$114K Sell
1,192
-4
-0.3% -$396 0.02% 127
2025
Q4 		$114K Buy
1,196
+337
+39% +$31.8K 0.02% 126
2025
Q3 		$79.9K Sell
859
-3
-0.3% -$271 0.01% 136
2025
Q2 		$76.9K Sell
862
-48
-5% -$4.09K 0.01% 127
2025
Q1 		$74.3K Sell
910
-6
-0.7% -$484 0.02% 110
2024
Q4 		$69.7K Buy
916
+148
+19% +$11.8K 0.01% 120
2024
Q3 		$64.6K Buy
768
+5
+0.7% +$404 0.01% 121
2024
Q2 		$60.1K Buy
763
+472
+162% +$37.5K 0.01% 115
2024
Q1 		$23.3K Buy
291
+149
+105% +$11.4K 0.01% 125
2023
Q4 		$10.7K Buy
142
+1
+0.7% +$71 ﹤0.01% 119
2023
Q3 		$9.75K Hold
141
– – ﹤0.01% 120
2023
Q2 		$10.3K Sell
141
-3
-2% -$219 ﹤0.01% 129
2023
Q1 		$10.3K Buy
144
+18
+14% +$1.26K ﹤0.01% 115
2022
Q4 		$8.28K Buy
126
+12
+11% +$754 ﹤0.01% 111
2022
Q3 		$6K Sell
114
-15
-12% -$940 ﹤0.01% 121
2022
Q2 		$8K Buy
+129
New +$8.8K ﹤0.01% 116

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

Rice Partnership's ESGD Position: Q2 2026 in Review

Rice Partnership sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026, closing a stake of 1,192 shares — an estimated $114K sold.

Rice Partnership first reported a position in ESGD in Q2 2022 and held it in 16 quarters. The position peaked at $114K in Q1 2026. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Rice Partnership reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Rice Partnership sold 1,192 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $114K.
  • Rice Partnership first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2022 and held it in 16 quarters.
  • Rice Partnership's iShares ESG Aware MSCI EAFE ETF position peaked at $114K in Q1 2026.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.