Shotwell Rutter Baer’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Shotwell Rutter Baer’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	$597K	Sell	5,802 -103	-2%	-$10.5K	0.33%	26
2026 Q1	$565K	Sell	5,905 -29	-0.5%	-$2.87K	0.33%	26
2025 Q4	$576K	Sell	5,934 -3	-0.1%	-$283	0.35%	27
2025 Q3	$560K	Sell	5,937 -145	-2%	-$13.1K	0.36%	26
2025 Q2	$543K	Sell	6,082 -271	-4%	-$23.1K	0.37%	25
2025 Q1	$476K	Sell	6,353 -590	-8%	-$47.6K	0.42%	25
2024 Q4	$524K	Sell	6,943 -43	-0.6%	-$3.42K	0.44%	22
2024 Q3	$581K	Sell	6,986 -73	-1%	-$5.9K	0.48%	22
2024 Q2	$563K	Sell	7,059 -63	-0.9%	-$5K	0.5%	22
2024 Q1	$566K	Sell	7,122 -271	-4%	-$20.8K	1.15%	10
2023 Q4	$557K	Buy	+7,393	New	+$524K	0.53%	24

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

Shotwell Rutter Baer's ESGD Position: Q2 2026 in Review

Shotwell Rutter Baer reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.7% in Q2 2026, selling an estimated $10.5K and leaving 5,802 shares worth $597K. The position accounts for 0.33% of the portfolio, ranked #26.

Shotwell Rutter Baer first reported a position in ESGD in Q4 2023 and has held it in 11 quarters since. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Shotwell Rutter Baer held 5,802 shares of iShares ESG Aware MSCI EAFE ETF worth $597K as of Q2 2026.
Shotwell Rutter Baer sold 103 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $10.5K.
iShares ESG Aware MSCI EAFE ETF made up 0.33% of Shotwell Rutter Baer's portfolio in Q2 2026, its #26 holding.
Shotwell Rutter Baer first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Shotwell Rutter Baer's 13F filing for Q2 2026, filed 21 Jul 2026.