Rockbridge Investment Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Rockbridge Investment 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	$311K	Hold	3,026	–	–	0.03%	121
2026 Q1	$289K	Buy	3,026 +3	+0.1%	+$297	0.03%	121
2025 Q4	$287K	Buy	3,023 +32	+1%	+$3.02K	0.03%	118
2025 Q3	$278K	Buy	2,991 +103	+4%	+$9.32K	0.03%	116
2025 Q2	$258K	Buy	+2,888	New	+$246K	0.03%	121
2024 Q1	–	Sell	-1,541	Closed	-$116K	–	281
2023 Q4	$116K	Buy	+1,541	New	+$109K	0.02%	160
2022 Q3	–	Sell	-1,158	Closed	-$72.7K	–	267
2022 Q2	$72.7K	Buy	1,158 +122	+12%	+$8.33K	0.02%	187
2022 Q1	$77.1K	Hold	1,036	–	–	0.01%	245
2021 Q4	$82K	Buy	1,036 +484	+88%	+$38.5K	0.01%	281
2021 Q3	$43K	Buy	552 +30	+6%	+$2.41K	0.01%	343
2021 Q2	$41K	Buy	522 +86	+20%	+$6.84K	0.01%	344
2021 Q1	$33K	Hold	436	–	–	0.01%	344
2020 Q4	$32K	Hold	436	–	–	0.01%	343
2020 Q3	$28K	Buy	+436	New	+$27.8K	0.01%	330

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

Rockbridge Investment Management's ESGD Position: Q2 2026 in Review

Rockbridge Investment Management held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 3,026 shares worth $311K. The position accounts for 0.03% of the portfolio, ranked #121.

Rockbridge Investment Management first reported a position in ESGD in Q3 2020 and has held it in 14 quarters since. 759 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Rockbridge Investment Management held 3,026 shares of iShares ESG Aware MSCI EAFE ETF worth $311K as of Q2 2026.
Rockbridge Investment Management left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.03% of Rockbridge Investment Management's portfolio in Q2 2026, its #121 holding.
Rockbridge Investment Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2020 and has held it in 14 quarters since.
759 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Rockbridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.