Sagespring Wealth Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Sagespring Wealth 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	$336K	Sell	3,273 -1,204	-27%	-$122K	0.01%	646
2026 Q1	$428K	Sell	4,477 -295	-6%	-$29.2K	0.01%	546
2025 Q4	$454K	Sell	4,772 -299	-6%	-$28.2K	0.01%	500
2025 Q3	$472K	Buy	5,071 +1,686	+50%	+$153K	0.01%	472
2025 Q2	$302K	Buy	+3,385	New	+$289K	0.01%	577

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

Sagespring Wealth Partners's ESGD Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 27% in Q2 2026, selling an estimated $122K and leaving 3,273 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #646.

Sagespring Wealth Partners first reported a position in ESGD in Q2 2025 and has held it in 5 quarters since. The position peaked at $472K in Q3 2025. 759 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Sagespring Wealth Partners held 3,273 shares of iShares ESG Aware MSCI EAFE ETF worth $336K as of Q2 2026.
Sagespring Wealth Partners sold 1,204 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $122K.
iShares ESG Aware MSCI EAFE ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #646 holding.
Sagespring Wealth Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
Sagespring Wealth Partners's iShares ESG Aware MSCI EAFE ETF position peaked at $472K in Q3 2025.
759 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.