SeaCrest Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

SeaCrest Wealth 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	$222K	Sell	2,155 -1,807	-46%	-$184K	0.02%	501
2026 Q1	$379K	Sell	3,962 -1,277	-24%	-$126K	0.04%	410
2025 Q4	$509K	Sell	5,239 -462	-8%	-$43.5K	0.05%	318
2025 Q3	$537K	Hold	5,701	–	–	0.06%	291
2025 Q2	$509K	Sell	5,701 -1,070	-16%	-$91.2K	0.06%	307
2025 Q1	$553K	Sell	6,771 -100	-1%	-$8.07K	0.06%	302
2024 Q4	$523K	Sell	6,871 -195	-3%	-$15.5K	0.06%	326
2024 Q3	$595K	Sell	7,066 -979	-12%	-$79.1K	0.06%	301
2024 Q2	$634K	Buy	8,045 +5,413	+206%	+$430K	0.07%	268
2024 Q1	$210K	Buy	+2,632	New	+$202K	0.03%	555

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

SeaCrest Wealth Management's ESGD Position: Q2 2026 in Review

SeaCrest Wealth Management reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 46% in Q2 2026, selling an estimated $184K and leaving 2,155 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #501.

SeaCrest Wealth Management first reported a position in ESGD in Q1 2024 and has held it in 10 quarters since. The position peaked at $634K in Q2 2024. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

SeaCrest Wealth Management held 2,155 shares of iShares ESG Aware MSCI EAFE ETF worth $222K as of Q2 2026.
SeaCrest Wealth Management sold 1,807 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $184K.
iShares ESG Aware MSCI EAFE ETF made up 0.02% of SeaCrest Wealth Management's portfolio in Q2 2026, its #501 holding.
SeaCrest Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
SeaCrest Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $634K in Q2 2024.
757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.