Sherman Asset Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Sherman Asset 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	$500K	Hold	4,865	–	–	0.39%	35
2026 Q1	$465K	Buy	4,865 +438	+10%	+$43.3K	0.43%	35
2025 Q4	$421K	Buy	4,427 +376	+9%	+$35.4K	0.36%	42
2025 Q3	$377K	Sell	4,051 -449	-10%	-$40.6K	0.33%	38
2025 Q2	$401K	Hold	4,500	–	–	0.36%	39
2025 Q1	$368K	Sell	4,500 -138	-3%	-$11.1K	0.35%	41
2024 Q4	$353K	Buy	+4,638	New	+$369K	0.32%	42

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

Sherman Asset Management's ESGD Position: Q2 2026 in Review

Sherman Asset Management held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 4,865 shares worth $500K. The position accounts for 0.39% of the portfolio, ranked #35.

Sherman Asset Management first reported a position in ESGD in Q4 2024 and has held it in 7 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Sherman Asset Management held 4,865 shares of iShares ESG Aware MSCI EAFE ETF worth $500K as of Q2 2026.
Sherman Asset Management left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.39% of Sherman Asset Management's portfolio in Q2 2026, its #35 holding.
Sherman Asset Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Sherman Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.