Sharkey, Howes & Javer’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Sharkey, Howes & Javer’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	$483K	Sell	4,699 -3,214	-41%	-$327K	0.06%	115
2026 Q1	$757K	Sell	7,913 -83	-1%	-$8.21K	0.1%	93
2025 Q4	$760K	Sell	7,996 -1,137	-12%	-$107K	0.1%	93
2025 Q3	$849K	Buy	9,133 +3,374	+59%	+$305K	0.11%	90
2025 Q2	$514K	Buy	+5,759	New	+$491K	0.07%	108
2023 Q4	–	Sell	-12,049	Closed	-$833K	–	117
2023 Q3	$833K	Sell	12,049 -4,521	-27%	-$325K	0.16%	64
2023 Q2	$1.21M	Buy	16,570 +133	+0.8%	+$9.7K	0.23%	52
2023 Q1	$1.18M	Buy	16,437 +2,745	+20%	+$193K	0.25%	48
2022 Q4	$900K	Sell	13,692 -1,127	-8%	-$70.8K	0.21%	63
2022 Q3	$832K	Sell	14,819 -30,564	-67%	-$1.92M	0.18%	61
2022 Q2	$2.85M	Buy	45,383 +2,299	+5%	+$157K	0.69%	28
2022 Q1	$3.18M	Sell	43,084 -22,694	-35%	-$1.71M	0.73%	27
2021 Q4	$5.23M	Buy	65,778 +51,309	+355%	+$4.09M	1.18%	20
2021 Q3	$1.13M	Buy	14,469 +5,927	+69%	+$476K	0.29%	40
2021 Q2	$675K	Buy	8,542 +1,758	+26%	+$140K	0.18%	49
2021 Q1	$515K	Buy	+6,784	New	+$511K	0.16%	54

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

Sharkey, Howes & Javer's ESGD Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 41% in Q2 2026, selling an estimated $327K and leaving 4,699 shares worth $483K. The position accounts for 0.06% of the portfolio, ranked #115.

Sharkey, Howes & Javer first reported a position in ESGD in Q1 2021 and has held it in 16 quarters since. The position peaked at $5.23M in Q4 2021. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Sharkey, Howes & Javer held 4,699 shares of iShares ESG Aware MSCI EAFE ETF worth $483K as of Q2 2026.
Sharkey, Howes & Javer sold 3,214 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $327K.
iShares ESG Aware MSCI EAFE ETF made up 0.06% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #115 holding.
Sharkey, Howes & Javer first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2021 and has held it in 16 quarters since.
Sharkey, Howes & Javer's iShares ESG Aware MSCI EAFE ETF position peaked at $5.23M in Q4 2021.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.