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

Ryan 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	$1.85M	Buy	17,994 +11,210	+165%	+$1.14M	0.84%	13
2026 Q1	$649K	Sell	6,784 -4,873	-42%	-$482K	0.36%	14
2025 Q4	$1.11M	Sell	11,657 -5,974	-34%	-$563K	0.61%	14
2025 Q3	$1.64M	Sell	17,631 -515	-3%	-$46.6K	0.91%	13
2025 Q2	$1.62M	Buy	+18,146	New	+$1.55M	1.03%	11

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

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

Ryan Investment Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 165% in Q2 2026, buying an estimated $1.14M and bringing the position to 17,994 shares worth $1.85M. The position accounts for 0.84% of the portfolio, ranked #13.

Ryan Investment Management first reported a position in ESGD in Q2 2025 and has held it in 5 quarters since. 753 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Ryan Investment Management held 17,994 shares of iShares ESG Aware MSCI EAFE ETF worth $1.85M as of Q2 2026.
Ryan Investment Management bought 11,210 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $1.14M.
iShares ESG Aware MSCI EAFE ETF made up 0.84% of Ryan Investment Management's portfolio in Q2 2026, its #13 holding.
Ryan Investment Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
753 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Ryan Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.