Schneider Downs Wealth Management Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Schneider Downs Wealth Management 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	$1.63M	Buy	15,808 +1,569	+11%	+$159K	0.15%	59
2026 Q1	$1.36M	Buy	14,239 +192	+1%	+$19K	0.15%	57
2025 Q4	$1.34M	Hold	14,047	–	–	0.15%	58
2025 Q3	$1.31M	Hold	14,047	–	–	0.16%	57
2025 Q2	$1.25M	Buy	14,047 +1,818	+15%	+$155K	0.19%	56
2025 Q1	$999K	Buy	12,229 +720	+6%	+$58.1K	0.18%	56
2024 Q4	$876K	Buy	11,509 +1,057	+10%	+$84.1K	0.16%	61
2024 Q3	$880K	Sell	10,452 -3,646	-26%	-$295K	0.18%	56
2024 Q2	$1.11M	Hold	14,098	–	–	0.25%	47
2024 Q1	$1.13M	Sell	14,098 -286	-2%	-$21.9K	0.26%	49
2023 Q4	$1.09M	Buy	14,384 +6,404	+80%	+$454K	0.28%	45
2023 Q3	$552K	Buy	7,980 +42	+0.5%	+$3.02K	0.13%	55
2023 Q2	$579K	Buy	7,938 +54	+0.7%	+$3.94K	0.13%	58
2023 Q1	$566K	Sell	7,884 -384	-5%	-$26.9K	0.12%	60
2022 Q4	$544K	Buy	8,268 +1,838	+29%	+$115K	0.12%	61
2022 Q3	$361K	Buy	6,430 +111	+2%	+$6.96K	0.11%	81
2022 Q2	$397K	Buy	6,319 +29	+0.5%	+$1.98K	0.11%	82
2022 Q1	$464K	Hold	6,290	–	–	0.12%	79
2021 Q4	$500K	Buy	6,290 +232	+4%	+$18.5K	0.12%	80
2021 Q3	$475K	Buy	6,058 +368	+6%	+$29.5K	0.12%	81
2021 Q2	$450K	Buy	5,690 +158	+3%	+$12.6K	0.12%	77
2021 Q1	$420K	Buy	5,532 +132	+2%	+$9.94K	0.1%	77
2020 Q4	$394K	Sell	5,400 -4,145	-43%	-$283K	0.11%	54
2020 Q3	$606K	Buy	9,545 +48	+0.5%	+$3.06K	0.2%	42
2020 Q2	$575K	Buy	9,497 +54	+0.6%	+$3.1K	0.2%	41
2020 Q1	$502K	Buy	+9,443	New	+$594K	0.18%	45

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

Schneider Downs Wealth Management Advisors's ESGD Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 11% in Q2 2026, buying an estimated $159K and bringing the position to 15,808 shares worth $1.63M. The position accounts for 0.15% of the portfolio, ranked #59.

Schneider Downs Wealth Management Advisors first reported a position in ESGD in Q1 2020 and has held it in 26 quarters since. 755 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Schneider Downs Wealth Management Advisors held 15,808 shares of iShares ESG Aware MSCI EAFE ETF worth $1.63M as of Q2 2026.
Schneider Downs Wealth Management Advisors bought 1,569 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $159K.
iShares ESG Aware MSCI EAFE ETF made up 0.15% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #59 holding.
Schneider Downs Wealth Management Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2020 and has held it in 26 quarters since.
755 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.