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Sand Hill Global Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Sand Hill Global 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 		$13.6M Buy
132,543
+951
+0.7% +$96.6K 0.41% 35
2026
Q1 		$12.6M Buy
131,592
+2,189
+2% +$217K 0.42% 34
2025
Q4 		$12.3M Buy
129,403
+3,372
+3% +$318K 0.43% 34
2025
Q3 		$11.7M Buy
126,031
+3,689
+3% +$334K 0.41% 37
2025
Q2 		$10.9M Buy
122,342
+1,954
+2% +$167K 0.41% 34
2025
Q1 		$9.83M Buy
120,388
+3,232
+3% +$261K 0.41% 36
2024
Q4 		$8.92M Buy
117,156
+6,899
+6% +$549K 0.38% 40
2024
Q3 		$9.28M Buy
110,257
+1,443
+1% +$117K 0.39% 37
2024
Q2 		$8.57M Sell
108,814
-725
-0.7% -$57.6K 0.39% 38
2024
Q1 		$8.75M Buy
109,539
+675
+0.6% +$51.7K 0.42% 39
2023
Q4 		$8.22M Sell
108,864
-1,354
-1% -$95.9K 0.4% 42
2023
Q3 		$7.62M Buy
110,218
+2,054
+2% +$148K 0.42% 37
2023
Q2 		$7.89M Sell
108,164
-1,464
-1% -$107K 0.39% 41
2023
Q1 		$7.88M Sell
109,628
-2,715
-2% -$191K 0.42% 41
2022
Q4 		$7.39M Buy
112,343
+20,848
+23% +$1.31M 0.42% 42
2022
Q3 		$5.14M Sell
91,495
-2,268
-2% -$142K 0.32% 55
2022
Q2 		$5.88M Buy
93,763
+3,328
+4% +$227K 0.34% 54
2022
Q1 		$6.67M Buy
90,435
+22,074
+32% +$1.66M 0.37% 46
2021
Q4 		$5.43M Buy
68,361
+7,675
+13% +$611K 0.3% 54
2021
Q3 		$4.76M Buy
60,686
+1,535
+3% +$123K 0.29% 54
2021
Q2 		$4.67M Buy
59,151
+1,876
+3% +$149K 0.29% 52
2021
Q1 		$4.35M Buy
57,275
+7,370
+15% +$555K 0.28% 53
2020
Q4 		$3.65M Buy
49,905
+2,874
+6% +$196K 0.24% 57
2020
Q3 		$2.99M Buy
47,031
+3,872
+9% +$247K 0.23% 55
2020
Q2 		$2.62M Buy
43,159
+36,197
+520% +$2.08M 0.21% 62
2020
Q1 		$370K Buy
6,962
+497
+8% +$31.3K 0.04% 96
2019
Q4 		$444K Hold
6,465
– – 0.04% 108
2019
Q3 		$415K Buy
+6,465
New +$409K 0.04% 107

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

Sand Hill Global Advisors's ESGD Position: Q2 2026 in Review

Sand Hill Global Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.72% in Q2 2026, buying an estimated $96.6K and bringing the position to 132,543 shares worth $13.6M. The position accounts for 0.41% of the portfolio, ranked #35.

Sand Hill Global Advisors first reported a position in ESGD in Q3 2019 and has held it in 28 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Sand Hill Global Advisors held 132,543 shares of iShares ESG Aware MSCI EAFE ETF worth $13.6M as of Q2 2026.
  • Sand Hill Global Advisors bought 951 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $96.6K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.41% of Sand Hill Global Advisors's portfolio in Q2 2026, its #35 holding.
  • Sand Hill Global Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2019 and has held it in 28 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.