SFA
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Sequoia Financial Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Sequoia Financial 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 		$1.32M Sell
12,870
-2,624
-17% -$267K 0.01% 817
2026
Q1 		$1.48M Sell
15,494
-811
-5% -$80.2K 0.01% 721
2025
Q4 		$1.55M Buy
16,305
+6,018
+59% +$567K 0.01% 686
2025
Q3 		$956K Buy
10,287
+4,876
+90% +$441K 0.01% 799
2025
Q2 		$483K Sell
5,411
-358
-6% -$30.5K ﹤0.01% 1013
2025
Q1 		$471K Buy
5,769
+460
+9% +$37.1K ﹤0.01% 874
2024
Q4 		$404K Buy
5,309
+12
+0.2% +$955 ﹤0.01% 890
2024
Q3 		$446K Hold
5,297
– – ﹤0.01% 797
2024
Q2 		$417K Sell
5,297
-1,611
-23% -$128K 0.01% 764
2024
Q1 		$552K Buy
6,908
+416
+6% +$31.9K 0.01% 657
2023
Q4 		$490K Buy
6,492
+163
+3% +$11.5K 0.01% 738
2023
Q3 		$438K Buy
6,329
+15
+0.2% +$1.08K 0.01% 557
2023
Q2 		$460K Buy
6,314
+153
+2% +$11.2K 0.01% 546
2023
Q1 		$443K Buy
6,161
+139
+2% +$9.76K 0.01% 500
2022
Q4 		$396K Sell
6,022
-470
-7% -$29.5K 0.01% 500
2022
Q3 		$364K Sell
6,492
-269
-4% -$16.9K 0.01% 342
2022
Q2 		$424K Buy
6,761
+909
+16% +$62K 0.01% 358
2022
Q1 		$431K Buy
5,852
+64
+1% +$4.82K 0.01% 392
2021
Q4 		$460K Buy
+5,788
New +$461K 0.01% 340

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

Sequoia Financial Advisors's ESGD Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 17% in Q2 2026, selling an estimated $267K and leaving 12,870 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #817.

Sequoia Financial Advisors first reported a position in ESGD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.55M in Q4 2025. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Sequoia Financial Advisors held 12,870 shares of iShares ESG Aware MSCI EAFE ETF worth $1.32M as of Q2 2026.
  • Sequoia Financial Advisors sold 2,624 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $267K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #817 holding.
  • Sequoia Financial Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • Sequoia Financial Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $1.55M in Q4 2025.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.