Root Financial Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Root Financial 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	–	Sell	-2,649	Closed	-$253K	–	1273
2026 Q1	$253K	Sell	2,649 -2,673	-50%	-$264K	0.01%	286
2025 Q4	$506K	Sell	5,322 -163	-3%	-$15.4K	0.03%	158
2025 Q3	$510K	Buy	5,485 +213	+4%	+$19.3K	0.03%	144
2025 Q2	$470K	Buy	5,272 +1,637	+45%	+$140K	0.05%	127
2025 Q1	$297K	Sell	3,635 -122	-3%	-$9.84K	0.03%	157
2024 Q4	$286K	Hold	3,757	–	–	0.04%	161
2024 Q3	$316K	Hold	3,757	–	–	0.05%	121
2024 Q2	$296K	Sell	3,757 -155	-4%	-$12.3K	0.07%	90
2024 Q1	$313K	Hold	3,912	–	–	0.09%	75
2023 Q4	$296K	Buy	3,912 +494	+14%	+$35K	0.11%	63
2023 Q3	$236K	Hold	3,418	–	–	0.13%	61
2023 Q2	$249K	Sell	3,418 -163	-5%	-$11.9K	0.15%	58
2023 Q1	$257K	Buy	+3,581	New	+$251K	0.18%	58

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

Root Financial Partners's ESGD Position: Q2 2026 in Review

Root Financial Partners sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026, closing a stake of 2,649 shares — an estimated $253K sold.

Root Financial Partners first reported a position in ESGD in Q1 2023 and held it in 13 quarters. The position peaked at $510K in Q3 2025. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Root Financial Partners reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 2,649 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $253K.
Root Financial Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2023 and held it in 13 quarters.
Root Financial Partners's iShares ESG Aware MSCI EAFE ETF position peaked at $510K in Q3 2025.
757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.