Ritter Daniher Financial Advisory’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Ritter Daniher Financial Advisory’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	$63.7K	Hold	620	–	–	0.01%	258
2026 Q1	$59.3K	Buy	620 +54	+10%	+$5.34K	0.01%	259
2025 Q4	$53.8K	Hold	566	–	–	0.01%	268
2025 Q3	$52.6K	Sell	566 -178	-24%	-$16.1K	0.01%	229
2025 Q2	$66.4K	Hold	744	–	–	0.02%	152
2025 Q1	$60.8K	Buy	+744	New	+$60K	0.02%	150
2023 Q3	–	Sell	-58	Closed	-$4.23K	–	361
2023 Q2	$4.23K	Buy	+58	New	+$4.23K	﹤0.01%	262
2022 Q2	–	Sell	-744	Closed	-$55K	–	250
2022 Q1	$55K	Buy	+744	New	+$56K	0.04%	112

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

Ritter Daniher Financial Advisory's ESGD Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 620 shares worth $63.7K. The position accounts for 0.01% of the portfolio, ranked #258.

Ritter Daniher Financial Advisory first reported a position in ESGD in Q1 2022 and has held it in 8 quarters since. The position peaked at $66.4K in Q2 2025. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Ritter Daniher Financial Advisory held 620 shares of iShares ESG Aware MSCI EAFE ETF worth $63.7K as of Q2 2026.
Ritter Daniher Financial Advisory left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #258 holding.
Ritter Daniher Financial Advisory first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2022 and has held it in 8 quarters since.
Ritter Daniher Financial Advisory's iShares ESG Aware MSCI EAFE ETF position peaked at $66.4K in Q2 2025.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.