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Robertson Stephens Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Robertson Stephens Wealth Management’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 		$9.87M Buy
95,969
+6,051
+7% +$615K 0.24% 75
2026
Q1 		$8.6M Sell
89,918
-2,358
-3% -$233K 0.24% 84
2025
Q4 		$8.77M Buy
92,276
+21,237
+30% +$2M 0.23% 86
2025
Q3 		$6.61M Buy
71,039
+9,922
+16% +$898K 0.2% 88
2025
Q2 		$5.45M Sell
61,117
-6,580
-10% -$561K 0.17% 97
2025
Q1 		$5.53M Buy
67,697
+16,931
+33% +$1.37M 0.19% 100
2024
Q4 		$3.87M Sell
50,766
-2,870
-5% -$228K 0.14% 138
2024
Q3 		$4.51M Sell
53,636
-5,596
-9% -$452K 0.16% 126
2024
Q2 		$4.67M Buy
59,232
+3,092
+6% +$246K 0.23% 80
2024
Q1 		$4.49M Sell
56,140
-1,707
-3% -$131K 0.24% 73
2023
Q4 		$4.37M Sell
57,847
-1,618
-3% -$115K 0.27% 65
2023
Q3 		$4.11M Buy
59,465
+9,159
+18% +$659K 0.28% 73
2023
Q2 		$3.67M Buy
50,306
+31,784
+172% +$2.32M 0.26% 83
2023
Q1 		$1.33M Sell
18,522
-394
-2% -$27.7K 0.1% 167
2022
Q4 		$1.24M Buy
18,916
+11,748
+164% +$738K 0.12% 158
2022
Q3 		$402K Sell
7,168
-4,476
-38% -$281K 0.04% 241
2022
Q2 		$730K Buy
11,644
+1,305
+13% +$89.1K 0.07% 193
2022
Q1 		$762K Buy
+10,339
New +$779K 0.06% 214

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

Robertson Stephens Wealth Management's ESGD Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 6.7% in Q2 2026, buying an estimated $615K and bringing the position to 95,969 shares worth $9.87M. The position accounts for 0.24% of the portfolio, ranked #75.

Robertson Stephens Wealth Management first reported a position in ESGD in Q1 2022 and has held it in 18 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Robertson Stephens Wealth Management held 95,969 shares of iShares ESG Aware MSCI EAFE ETF worth $9.87M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 6,051 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $615K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.24% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2022 and has held it in 18 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.