SC
ESGD icon

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

Savant Capital’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 		$5.24M Buy
50,941
+1,863
+4% +$189K 0.02% 407
2026
Q1 		$4.69M Sell
49,078
-3,104
-6% -$307K 0.02% 275
2025
Q4 		$4.96M Sell
52,182
-2,521
-5% -$238K 0.03% 252
2025
Q3 		$5.09M Buy
54,703
+1,614
+3% +$146K 0.03% 236
2025
Q2 		$4.74M Sell
53,089
-1,187
-2% -$101K 0.03% 220
2025
Q1 		$4.43M Sell
54,276
-1,212
-2% -$97.8K 0.04% 207
2024
Q4 		$4.22M Sell
55,488
-980
-2% -$78K 0.03% 262
2024
Q3 		$4.75M Sell
56,468
-1,146
-2% -$92.6K 0.04% 233
2024
Q2 		$4.54M Sell
57,614
-649
-1% -$51.5K 0.05% 213
2024
Q1 		$4.66M Sell
58,263
-362
-0.6% -$27.7K 0.05% 193
2023
Q4 		$4.43M Sell
58,625
-2,395
-4% -$170K 0.06% 186
2023
Q3 		$4.22M Buy
61,020
+6,704
+12% +$483K 0.06% 176
2023
Q2 		$3.96M Buy
54,316
+324
+0.6% +$23.6K 0.06% 183
2023
Q1 		$3.88M Buy
53,992
+17,347
+47% +$1.22M 0.07% 166
2022
Q4 		$2.23M Buy
36,645
+7,652
+26% +$481K 0.05% 152
2022
Q3 		$1.63M Buy
28,993
+1,740
+6% +$109K 0.05% 174
2022
Q2 		$1.71M Buy
27,253
+3,245
+14% +$221K 0.05% 167
2022
Q1 		$1.77M Sell
24,008
-884
-4% -$66.6K 0.06% 171
2021
Q4 		$1.98M Buy
24,892
+5,480
+28% +$436K 0.06% 164
2021
Q3 		$1.52M Buy
19,412
+449
+2% +$36K 0.06% 177
2021
Q2 		$1.5M Sell
18,963
-136
-0.7% -$10.8K 0.06% 163
2021
Q1 		$1.45M Buy
19,099
+20
+0.1% +$1.51K 0.08% 155
2020
Q4 		$1.39M Buy
19,079
+269
+1% +$18.4K 0.08% 152
2020
Q3 		$1.19M Sell
18,810
-2,756
-13% -$176K 0.08% 158
2020
Q2 		$1.31M Buy
21,566
+12,520
+138% +$719K 0.1% 143
2020
Q1 		$481K Buy
+9,046
New +$569K 0.05% 232

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

Savant Capital's ESGD Position: Q2 2026 in Review

Savant Capital increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 3.8% in Q2 2026, buying an estimated $189K and bringing the position to 50,941 shares worth $5.24M. The position accounts for 0.02% of the portfolio, ranked #407.

Savant Capital first reported a position in ESGD in Q1 2020 and has held it in 26 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Savant Capital held 50,941 shares of iShares ESG Aware MSCI EAFE ETF worth $5.24M as of Q2 2026.
  • Savant Capital bought 1,863 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $189K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.02% of Savant Capital's portfolio in Q2 2026, its #407 holding.
  • Savant Capital first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2020 and has held it in 26 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.