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Sachetta’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Sachetta’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 		$262K Sell
2,544
-82
-3% -$8.33K 0.13% 83
2026
Q1 		$251K Sell
2,626
-69
-3% -$6.83K 0.14% 83
2025
Q4 		$256K Sell
2,695
-162
-6% -$15.3K 0.14% 80
2025
Q3 		$266K Hold
2,857
– – 0.1% 130
2025
Q2 		$255K Sell
2,857
-301
-10% -$25.7K 0.1% 127
2025
Q1 		$258K Buy
3,158
+954
+43% +$77K 0.11% 129
2024
Q4 		$168K Sell
2,204
-57
-3% -$4.54K 0.07% 158
2024
Q3 		$190K Buy
2,261
+18
+0.8% +$1.46K 0.08% 155
2024
Q2 		$178K Sell
2,243
-5
-0.2% -$397 0.08% 153
2024
Q1 		$170K Hold
2,248
– – 0.08% 151
2023
Q4 		$170K Buy
+2,248
New +$159K 0.08% 151

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

Sachetta's ESGD Position: Q2 2026 in Review

Sachetta reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 3.1% in Q2 2026, selling an estimated $8.33K and leaving 2,544 shares worth $262K. The position accounts for 0.13% of the portfolio, ranked #83.

Sachetta first reported a position in ESGD in Q4 2023 and has held it in 11 quarters since. The position peaked at $266K in Q3 2025. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Sachetta held 2,544 shares of iShares ESG Aware MSCI EAFE ETF worth $262K as of Q2 2026.
  • Sachetta sold 82 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $8.33K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.13% of Sachetta's portfolio in Q2 2026, its #83 holding.
  • Sachetta first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • Sachetta's iShares ESG Aware MSCI EAFE ETF position peaked at $266K in Q3 2025.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.