Silver Oak Wealth Advisors Services’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Silver Oak Wealth Advisors Services’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	$3.62M	Buy	35,222 +278	+0.8%	+$28.2K	2.17%	11
2026 Q1	$3.34M	Buy	34,944 +308	+0.9%	+$30.5K	2.17%	11
2025 Q4	$3.29M	Sell	34,636 -322	-0.9%	-$30.4K	2.12%	11
2025 Q3	$3.25M	Hold	34,958	–	–	2.14%	11
2025 Q2	$3.12M	Buy	34,958 +2,638	+8%	+$225K	2.25%	11
2025 Q1	$2.64M	Buy	32,320 +70	+0.2%	+$5.65K	2.35%	12
2024 Q4	$2.46M	Buy	+32,250	New	+$2.57M	2.12%	12

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 Wealth Advisors Services's ESGD Position: Q2 2026 in Review

Silver Oak Wealth Advisors Services increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.8% in Q2 2026, buying an estimated $28.2K and bringing the position to 35,222 shares worth $3.62M. The position accounts for 2.17% of the portfolio, ranked #11.

Silver Oak Wealth Advisors Services 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.

Silver Oak Wealth Advisors Services held 35,222 shares of iShares ESG Aware MSCI EAFE ETF worth $3.62M as of Q2 2026.
Silver Oak Wealth Advisors Services bought 278 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $28.2K.
iShares ESG Aware MSCI EAFE ETF made up 2.17% of Silver Oak Wealth Advisors Services's portfolio in Q2 2026, its #11 holding.
Silver Oak Wealth Advisors Services 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 Silver Oak Wealth Advisors Services's 13F filing for Q2 2026, filed 5 Aug 2026.