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

SCS Capital Management’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	$654K	Buy	6,366 +70	+1%	+$7.11K	0.01%	335
2026 Q1	$602K	Hold	6,296	–	–	0.01%	333
2025 Q4	$599K	Buy	6,296 +81	+1%	+$7.63K	0.01%	342
2025 Q3	$578K	Hold	6,215	–	–	0.01%	360
2025 Q2	$554K	Buy	6,215 +80	+1%	+$6.82K	0.01%	368
2025 Q1	$501K	Buy	+6,135	New	+$495K	0.01%	348

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

SCS Capital Management's ESGD Position: Q2 2026 in Review

SCS Capital Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.1% in Q2 2026, buying an estimated $7.11K and bringing the position to 6,366 shares worth $654K. The position accounts for 0.01% of the portfolio, ranked #335.

SCS Capital Management first reported a position in ESGD in Q1 2025 and has held it in 6 quarters since. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

SCS Capital Management held 6,366 shares of iShares ESG Aware MSCI EAFE ETF worth $654K as of Q2 2026.
SCS Capital Management bought 70 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $7.11K.
iShares ESG Aware MSCI EAFE ETF made up 0.01% of SCS Capital Management's portfolio in Q2 2026, its #335 holding.
SCS Capital Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.