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Shepherd Financial Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Shepherd Financial Partners’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 		$952K Sell
9,256
-533
-5% -$54.1K 0.08% 120
2026
Q1 		$936K Buy
9,789
+553
+6% +$54.7K 0.09% 118
2025
Q4 		$878K Sell
9,236
-132
-1% -$12.4K 0.08% 117
2025
Q3 		$871K Sell
9,368
-1,259
-12% -$114K 0.08% 117
2025
Q2 		$948K Sell
10,627
-198
-2% -$16.9K 0.1% 110
2025
Q1 		$884K Sell
10,825
-1,225
-10% -$98.8K 0.1% 111
2024
Q4 		$918K Buy
12,050
+73
+0.6% +$5.81K 0.11% 102
2024
Q3 		$1.01M Sell
11,977
-918
-7% -$74.2K 0.12% 98
2024
Q2 		$1.02M Sell
12,895
-465
-3% -$36.9K 0.13% 97
2024
Q1 		$1.07M Buy
13,360
+84
+0.6% +$6.43K 0.14% 96
2023
Q4 		$1M Buy
13,276
+52
+0.4% +$3.68K 0.14% 97
2023
Q3 		$914K Sell
13,224
-131
-1% -$9.43K 0.14% 92
2023
Q2 		$974K Sell
13,355
-350
-3% -$25.5K 0.15% 91
2023
Q1 		$985K Sell
13,705
-207
-1% -$14.5K 0.16% 88
2022
Q4 		$915K Buy
+13,912
New +$874K 0.17% 83

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

Shepherd Financial Partners's ESGD Position: Q2 2026 in Review

Shepherd Financial Partners reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 5.4% in Q2 2026, selling an estimated $54.1K and leaving 9,256 shares worth $952K. The position accounts for 0.08% of the portfolio, ranked #120.

Shepherd Financial Partners first reported a position in ESGD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.07M in Q1 2024. 759 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Shepherd Financial Partners held 9,256 shares of iShares ESG Aware MSCI EAFE ETF worth $952K as of Q2 2026.
  • Shepherd Financial Partners sold 533 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $54.1K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.08% of Shepherd Financial Partners's portfolio in Q2 2026, its #120 holding.
  • Shepherd Financial Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • Shepherd Financial Partners's iShares ESG Aware MSCI EAFE ETF position peaked at $1.07M in Q1 2024.
  • 759 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.