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SNS Financial Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

SNS Financial 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 		$870K Buy
8,463
+3,068
+57% +$312K 0.02% 311
2026
Q1 		$516K Buy
5,395
+99
+2% +$9.8K 0.04% 127
2025
Q4 		$504K Buy
5,296
+517
+11% +$48.7K 0.04% 123
2025
Q3 		$444K Buy
4,779
+171
+4% +$15.5K 0.04% 130
2025
Q2 		$411K Buy
4,608
+10
+0.2% +$853 0.04% 134
2025
Q1 		$376K Buy
4,598
+4
+0.1% +$323 0.04% 135
2024
Q4 		$350K Buy
4,594
+195
+4% +$15.5K 0.04% 132
2024
Q3 		$370K Buy
4,399
+55
+1% +$4.44K 0.04% 133
2024
Q2 		$342K Buy
4,344
+695
+19% +$55.2K 0.04% 135
2024
Q1 		$292K Sell
3,649
-214
-6% -$16.4K 0.03% 151
2023
Q4 		$292K Hold
3,863
– – 0.03% 146
2023
Q3 		$267K Buy
3,863
+331
+9% +$23.8K 0.04% 150
2023
Q2 		$258K Sell
3,532
-145
-4% -$10.6K 0.03% 152
2023
Q1 		$264K Buy
3,677
+100
+3% +$7.02K 0.03% 156
2022
Q4 		$235K Buy
+3,577
New +$225K 0.03% 173

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

SNS Financial Group's ESGD Position: Q2 2026 in Review

SNS Financial Group increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 57% in Q2 2026, buying an estimated $312K and bringing the position to 8,463 shares worth $870K. The position accounts for 0.02% of the portfolio, ranked #311.

SNS Financial Group first reported a position in ESGD in Q4 2022 and has held it in 15 quarters since. 760 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • SNS Financial Group held 8,463 shares of iShares ESG Aware MSCI EAFE ETF worth $870K as of Q2 2026.
  • SNS Financial Group bought 3,068 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $312K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.02% of SNS Financial Group's portfolio in Q2 2026, its #311 holding.
  • SNS Financial Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • 760 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.