Shira Ridge Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Shira Ridge Wealth 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	$13.9M	Sell	135,088 -1,242	-0.9%	-$126K	4.85%	6
2026 Q1	$13M	Sell	136,330 -247	-0.2%	-$24.4K	5.16%	6
2025 Q4	$13M	Buy	136,577 +6,247	+5%	+$589K	5.22%	4
2025 Q3	$12.1M	Buy	130,330 +1,816	+1%	+$164K	5.14%	4
2025 Q2	$11.5M	Buy	128,514 +645	+0.5%	+$55K	5.24%	3
2025 Q1	$10.4M	Buy	127,869 +10,851	+9%	+$876K	5.21%	3
2024 Q4	$8.91M	Buy	117,018 +7,561	+7%	+$602K	4.36%	5
2024 Q3	$9.21M	Buy	109,457 +3,430	+3%	+$277K	4.7%	5
2024 Q2	$8.35M	Buy	106,027 +1,435	+1%	+$114K	4.65%	5
2024 Q1	$8.36M	Sell	104,592 -218	-0.2%	-$16.7K	4.78%	5
2023 Q4	$7.92M	Buy	104,810 +4,364	+4%	+$309K	4.75%	4
2023 Q3	$6.94M	Buy	100,446 +1,563	+2%	+$113K	4.56%	5
2023 Q2	$7.21M	Buy	98,883 +252	+0.3%	+$18.4K	4.52%	5
2023 Q1	$7.09M	Buy	98,631 +1,133	+1%	+$79.5K	4.68%	5
2022 Q4	$6.41M	Buy	+97,498	New	+$6.12M	4.41%	5

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

Shira Ridge Wealth Management's ESGD Position: Q2 2026 in Review

Shira Ridge Wealth Management reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.91% in Q2 2026, selling an estimated $126K and leaving 135,088 shares worth $13.9M. The position accounts for 4.85% of the portfolio, ranked #6.

Shira Ridge Wealth Management first reported a position in ESGD in Q4 2022 and has held it in 15 quarters since. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Shira Ridge Wealth Management held 135,088 shares of iShares ESG Aware MSCI EAFE ETF worth $13.9M as of Q2 2026.
Shira Ridge Wealth Management sold 1,242 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $126K.
iShares ESG Aware MSCI EAFE ETF made up 4.85% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #6 holding.
Shira Ridge Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.