Simmons Bank’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Simmons Bank’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	$540K	Hold	5,255	–	–	0.03%	267
2026 Q1	$502K	Buy	5,255 +1,410	+37%	+$140K	0.03%	251
2025 Q4	$366K	Sell	3,845 -109	-3%	-$10.3K	0.02%	277
2025 Q3	$368K	Buy	3,954 +76	+2%	+$6.88K	0.02%	273
2025 Q2	$346K	Hold	3,878	–	–	0.02%	273
2025 Q1	$317K	Hold	3,878	–	–	0.02%	277
2024 Q4	$295K	Sell	3,878 -15	-0.4%	-$1.19K	0.02%	286
2024 Q3	$328K	Hold	3,893	–	–	0.02%	281
2024 Q2	$307K	Sell	3,893 -1,035	-21%	-$82.2K	0.02%	287
2024 Q1	$394K	Sell	4,928 -2,755	-36%	-$211K	0.03%	271
2023 Q4	$580K	Sell	7,683 -1,024	-12%	-$72.5K	0.05%	224
2023 Q3	$602K	Hold	8,707	–	–	0.05%	214
2023 Q2	$635K	Sell	8,707 -5,097	-37%	-$372K	0.05%	216
2023 Q1	$992K	Buy	13,804 +105	+0.8%	+$7.37K	0.08%	184
2022 Q4	$901K	Sell	13,699 -7,564	-36%	-$475K	0.08%	198
2022 Q3	$1.19M	Sell	21,263 -27	-0.1%	-$1.69K	0.11%	166
2022 Q2	$1.34M	Buy	21,290 +91	+0.4%	+$6.21K	0.12%	170
2022 Q1	$1.56M	Sell	21,199 -3,054	-13%	-$230K	0.12%	165
2021 Q4	$1.93M	Hold	24,253	–	–	0.13%	145
2021 Q3	$1.9M	Buy	24,253 +10,379	+75%	+$833K	0.14%	146
2021 Q2	$1.1M	Buy	+13,874	New	+$1.1M	0.08%	203

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

Simmons Bank's ESGD Position: Q2 2026 in Review

Simmons Bank held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 5,255 shares worth $540K. The position accounts for 0.03% of the portfolio, ranked #267.

Simmons Bank first reported a position in ESGD in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.93M in Q4 2021. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Simmons Bank held 5,255 shares of iShares ESG Aware MSCI EAFE ETF worth $540K as of Q2 2026.
Simmons Bank left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.03% of Simmons Bank's portfolio in Q2 2026, its #267 holding.
Simmons Bank first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2021 and has held it in 21 quarters since.
Simmons Bank's iShares ESG Aware MSCI EAFE ETF position peaked at $1.93M in Q4 2021.
757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Simmons Bank's 13F filing for Q2 2026, filed 31 Jul 2026.