Silver Oak Advisory Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Silver Oak Advisory Group’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	$276K	Sell	2,687 -575	-18%	-$58.4K	0.11%	66
2026 Q1	$311K	Hold	3,262	–	–	0.13%	57
2025 Q4	$310K	Buy	3,262 +60	+2%	+$5.66K	0.14%	54
2025 Q3	$297K	Sell	3,202 -110	-3%	-$9.95K	0.13%	57
2025 Q2	$295K	Buy	3,312 +61	+2%	+$5.2K	0.14%	56
2025 Q1	$265K	Sell	3,251 -500	-13%	-$40.3K	0.14%	53
2024 Q4	$285K	Buy	3,751 +50	+1%	+$3.98K	0.15%	49
2024 Q3	$311K	Hold	3,701	–	–	0.16%	51
2024 Q2	$291K	Buy	3,701 +68	+2%	+$5.4K	0.16%	50
2024 Q1	$291K	Buy	3,633 +105	+3%	+$8.04K	0.16%	53
2023 Q4	$267K	Buy	3,528 +42	+1%	+$2.97K	0.16%	53
2023 Q3	$240K	Hold	3,486	–	–	0.16%	55
2023 Q2	$254K	Hold	3,486	–	–	0.17%	50
2023 Q1	$250K	Hold	3,486	–	–	0.17%	48
2022 Q4	$229K	Buy	+3,486	New	+$219K	0.16%	51
2022 Q3	–	Sell	-3,486	Closed	-$219K	–	52
2022 Q2	$219K	Hold	3,486	–	–	0.16%	53
2022 Q1	$257K	Hold	3,486	–	–	0.17%	48
2021 Q4	$277K	Buy	+3,486	New	+$278K	0.18%	47

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

Silver Oak Advisory Group's ESGD Position: Q2 2026 in Review

Silver Oak Advisory Group reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 18% in Q2 2026, selling an estimated $58.4K and leaving 2,687 shares worth $276K. The position accounts for 0.11% of the portfolio, ranked #66.

Silver Oak Advisory Group first reported a position in ESGD in Q4 2021 and has held it in 18 quarters since. The position peaked at $311K in Q1 2026. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Silver Oak Advisory Group held 2,687 shares of iShares ESG Aware MSCI EAFE ETF worth $276K as of Q2 2026.
Silver Oak Advisory Group sold 575 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $58.4K.
iShares ESG Aware MSCI EAFE ETF made up 0.11% of Silver Oak Advisory Group's portfolio in Q2 2026, its #66 holding.
Silver Oak Advisory Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
Silver Oak Advisory Group's iShares ESG Aware MSCI EAFE ETF position peaked at $311K in Q1 2026.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Silver Oak Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.