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Sigma Investment Counselors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Sigma Investment Counselors’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 		$1.05M Hold
10,193
– – 0.05% 111
2026
Q1 		$975K Buy
10,193
+400
+4% +$39.6K 0.05% 110
2025
Q4 		$931K Hold
9,793
– – 0.05% 113
2025
Q3 		$911K Hold
9,793
– – 0.05% 111
2025
Q2 		$874K Hold
9,793
– – 0.05% 110
2025
Q1 		$800K Sell
9,793
-337
-3% -$27.2K 0.05% 110
2024
Q4 		$771K Hold
10,130
– – 0.05% 117
2024
Q3 		$853K Hold
10,130
– – 0.05% 108
2024
Q2 		$798K Hold
10,130
– – 0.05% 110
2024
Q1 		$809K Buy
10,130
+2,000
+25% +$153K 0.05% 110
2023
Q4 		$614K Hold
8,130
– – 0.04% 117
2023
Q3 		$562K Hold
8,130
– – 0.04% 118
2023
Q2 		$593K Hold
8,130
– – 0.04% 117
2023
Q1 		$584K Sell
8,130
-340
-4% -$23.9K 0.05% 119
2022
Q4 		$557K Hold
8,470
– – 0.05% 115
2022
Q3 		$475K Hold
8,470
– – 0.04% 120
2022
Q2 		$532K Buy
8,470
+150
+2% +$10.2K 0.04% 118
2022
Q1 		$613K Hold
8,320
– – 0.04% 119
2021
Q4 		$661K Hold
8,320
– – 0.05% 116
2021
Q3 		$652K Hold
8,320
– – 0.05% 113
2021
Q2 		$658K Sell
8,320
-40
-0.5% -$3.18K 0.05% 113
2021
Q1 		$635K Hold
8,360
– – 0.05% 111
2020
Q4 		$611K Buy
+8,360
New +$571K 0.05% 110
2020
Q3 		– Sell
-8,360
Closed -$506K – 133
2020
Q2 		$506K Buy
+8,360
New +$480K 0.05% 107

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

Sigma Investment Counselors's ESGD Position: Q2 2026 in Review

Sigma Investment Counselors held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 10,193 shares worth $1.05M. The position accounts for 0.05% of the portfolio, ranked #111.

Sigma Investment Counselors first reported a position in ESGD in Q2 2020 and has held it in 24 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Sigma Investment Counselors held 10,193 shares of iShares ESG Aware MSCI EAFE ETF worth $1.05M as of Q2 2026.
  • Sigma Investment Counselors left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 0.05% of Sigma Investment Counselors's portfolio in Q2 2026, its #111 holding.
  • Sigma Investment Counselors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2020 and has held it in 24 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.