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

Sanctuary Advisors’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	$2.16M	Sell	21,037 -80	-0.4%	-$8.13K	0.01%	1012
2026 Q1	$2.02M	Sell	21,117 -4,255	-17%	-$421K	0.01%	955
2025 Q4	$2.41M	Buy	25,372 +836	+3%	+$78.8K	0.01%	831
2025 Q3	$2.28M	Buy	24,536 +3,764	+18%	+$341K	0.01%	821
2025 Q2	$1.85M	Buy	20,772 +2,310	+13%	+$197K	0.01%	880
2025 Q1	$1.51M	Buy	18,462 +8,383	+83%	+$676K	0.01%	917
2024 Q4	$809K	Sell	10,079 -303	-3%	-$24.1K	0.01%	1381
2024 Q3	$810K	Buy	10,382 +70	+0.7%	+$5.66K	0.01%	1381
2024 Q2	$805K	Buy	+10,312	New	+$819K	0.01%	1323

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

Sanctuary Advisors's ESGD Position: Q2 2026 in Review

Sanctuary Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.38% in Q2 2026, selling an estimated $8.13K and leaving 21,037 shares worth $2.16M. The position accounts for 0.01% of the portfolio, ranked #1012.

Sanctuary Advisors first reported a position in ESGD in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.41M in Q4 2025. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Sanctuary Advisors held 21,037 shares of iShares ESG Aware MSCI EAFE ETF worth $2.16M as of Q2 2026.
Sanctuary Advisors sold 80 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $8.13K.
iShares ESG Aware MSCI EAFE ETF made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1012 holding.
Sanctuary Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $2.41M in Q4 2025.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.