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Sentinel Trust’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Sentinel Trust’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 		$536K Sell
5,210
-263
-5% -$26.7K 0.05% 96
2026
Q1 		$523K Hold
5,473
– – 0.05% 97
2025
Q4 		$520K Sell
5,473
-448
-8% -$42.2K 0.05% 92
2025
Q3 		$551K Sell
5,921
-151
-2% -$13.7K 0.06% 88
2025
Q2 		$542K Sell
6,072
-865
-12% -$73.8K 0.06% 88
2025
Q1 		$567K Sell
6,937
-772
-10% -$62.3K 0.07% 86
2024
Q4 		$587K Hold
7,709
– – 0.07% 86
2024
Q3 		$649K Sell
7,709
-96
-1% -$7.76K 0.07% 93
2024
Q2 		$615K Hold
7,805
– – 0.08% 90
2024
Q1 		$624K Hold
7,805
– – 0.08% 93
2023
Q4 		$590K Hold
7,805
– – 0.08% 94
2023
Q3 		$540K Hold
7,805
– – 0.08% 96
2023
Q2 		$569K Sell
7,805
-136
-2% -$9.92K 0.08% 95
2023
Q1 		$570K Sell
7,941
-172
-2% -$12.1K 0.08% 93
2022
Q4 		$533K Buy
8,113
+2,542
+46% +$160K 0.08% 77
2022
Q3 		$313K Hold
5,571
– – 0.05% 92
2022
Q2 		$350K Sell
5,571
-445
-7% -$30.4K 0.05% 93
2022
Q1 		$444K Sell
6,016
-65
-1% -$4.89K 0.05% 95
2021
Q4 		$483K Hold
6,081
– – 0.06% 90
2021
Q3 		$477K Sell
6,081
-86
-1% -$6.9K 0.07% 53
2021
Q2 		$487K Sell
6,167
-37
-0.6% -$2.94K 0.07% 59
2021
Q1 		$471K Buy
6,204
+1,410
+29% +$106K 0.08% 56
2020
Q4 		$350K Hold
4,794
– – 0.06% 53
2020
Q3 		$304K Sell
4,794
-489
-9% -$31.2K 0.06% 45
2020
Q2 		$320K Buy
+5,283
New +$303K 0.07% 40

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

Sentinel Trust's ESGD Position: Q2 2026 in Review

Sentinel Trust reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 4.8% in Q2 2026, selling an estimated $26.7K and leaving 5,210 shares worth $536K. The position accounts for 0.05% of the portfolio, ranked #96.

Sentinel Trust first reported a position in ESGD in Q2 2020 and has held it in 25 quarters since. The position peaked at $649K in Q3 2024. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Sentinel Trust held 5,210 shares of iShares ESG Aware MSCI EAFE ETF worth $536K as of Q2 2026.
  • Sentinel Trust sold 263 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $26.7K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.05% of Sentinel Trust's portfolio in Q2 2026, its #96 holding.
  • Sentinel Trust first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2020 and has held it in 25 quarters since.
  • Sentinel Trust's iShares ESG Aware MSCI EAFE ETF position peaked at $649K in Q3 2024.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Sentinel Trust's 13F filing for Q2 2026, filed 13 Jul 2026.