SBI Securities’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

SBI Securities’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	$103	Sell	1 -40	-98%	-$4.06K	﹤0.01%	3502
2026 Q1	$3.92K	Buy	41 +1	+3%	+$99	﹤0.01%	2133
2025 Q4	$3.8K	Hold	40	–	–	﹤0.01%	2137
2025 Q3	$3.72K	Hold	40	–	–	﹤0.01%	2173
2025 Q2	$3.57K	Buy	40 +5	+14%	+$426	﹤0.01%	2147
2025 Q1	$2.86K	Buy	35 +5	+17%	+$403	﹤0.01%	2142
2024 Q4	$2.28K	Buy	+30	New	+$2.39K	﹤0.01%	2255

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

SBI Securities's ESGD Position: Q2 2026 in Review

SBI Securities reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 98% in Q2 2026, selling an estimated $4.06K and leaving 1 share worth $103. The position accounts for ﹤0.01% of the portfolio, ranked #3502.

SBI Securities first reported a position in ESGD in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.92K in Q1 2026. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

SBI Securities held 1 share of iShares ESG Aware MSCI EAFE ETF worth $103 as of Q2 2026.
SBI Securities sold 40 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $4.06K.
iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3502 holding.
SBI Securities first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
SBI Securities's iShares ESG Aware MSCI EAFE ETF position peaked at $3.92K in Q1 2026.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.