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

Savvy Advisors Inc’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 		$830K Sell
8,072
-400
-5% -$40.6K 0.02% 588
2026
Q1 		$810K Sell
8,472
-6,300
-43% -$623K 0.02% 492
2025
Q4 		$1.4M Buy
14,772
+7,292
+97% +$687K 0.05% 298
2025
Q3 		$695K Buy
+7,480
New +$677K 0.03% 344

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

Savvy Advisors Inc's ESGD Position: Q2 2026 in Review

Savvy Advisors Inc reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 4.7% in Q2 2026, selling an estimated $40.6K and leaving 8,072 shares worth $830K. The position accounts for 0.02% of the portfolio, ranked #588.

Savvy Advisors Inc first reported a position in ESGD in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.4M in Q4 2025. 760 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Savvy Advisors Inc held 8,072 shares of iShares ESG Aware MSCI EAFE ETF worth $830K as of Q2 2026.
  • Savvy Advisors Inc sold 400 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $40.6K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #588 holding.
  • Savvy Advisors Inc first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2025 and has held it in 4 quarters since.
  • Savvy Advisors Inc's iShares ESG Aware MSCI EAFE ETF position peaked at $1.4M in Q4 2025.
  • 760 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.