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SOA Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

SOA Wealth Advisors’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 		$2.74M Sell
26,667
-1,256
-4% -$128K 0.46% 43
2026
Q1 		$2.67M Sell
27,923
-1,183
-4% -$117K 0.5% 42
2025
Q4 		$2.77M Buy
29,106
+10
+0% +$943 0.47% 45
2025
Q3 		$2.71M Sell
29,096
-195
-0.7% -$17.6K 0.46% 45
2025
Q2 		$2.61M Sell
29,291
-255
-0.9% -$21.7K 0.49% 43
2025
Q1 		$2.41M Sell
29,546
-42,419
-59% -$3.42M 0.5% 40
2024
Q4 		$5.48M Sell
71,965
-1,306
-2% -$104K 1.01% 21
2024
Q3 		$6.17M Sell
73,271
-1,580
-2% -$128K 1.18% 20
2024
Q2 		$5.9M Sell
74,851
-1,570
-2% -$125K 1.19% 19
2024
Q1 		$6.11M Sell
76,421
-913
-1% -$69.9K 1.26% 18
2023
Q4 		$5.84M Sell
77,334
-2,432
-3% -$172K 1.3% 17
2023
Q3 		$5.51M Buy
79,766
+966
+1% +$69.5K 1.37% 17
2023
Q2 		$5.75M Sell
78,800
-122
-0.2% -$8.9K 1.35% 18
2023
Q1 		$5.67M Sell
78,922
-3,005
-4% -$211K 1.4% 18
2022
Q4 		$5.39M Sell
81,927
-52,883
-39% -$3.32M 1.45% 17
2022
Q3 		$7.57M Buy
134,810
+5,501
+4% +$345K 2.28% 8
2022
Q2 		$8.12M Buy
129,309
+11,419
+10% +$779K 2.39% 7
2022
Q1 		$8.69M Sell
117,890
-2,252
-2% -$170K 2.12% 9
2021
Q4 		$9.55M Buy
120,142
+2,901
+2% +$231K 2.31% 8
2021
Q3 		$9.19M Buy
117,241
+1,992
+2% +$160K 2.35% 8
2021
Q2 		$9.11M Sell
115,249
-842
-0.7% -$67K 2.34% 7
2021
Q1 		$8.81M Sell
116,091
-739
-0.6% -$55.6K 2.47% 7
2020
Q4 		$8.79M Buy
+116,830
New +$7.98M 2.39% 8

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

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

SOA Wealth Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 4.5% in Q2 2026, selling an estimated $128K and leaving 26,667 shares worth $2.74M. The position accounts for 0.46% of the portfolio, ranked #43.

SOA Wealth Advisors first reported a position in ESGD in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.55M in Q4 2021. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • SOA Wealth Advisors held 26,667 shares of iShares ESG Aware MSCI EAFE ETF worth $2.74M as of Q2 2026.
  • SOA Wealth Advisors sold 1,256 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $128K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.46% of SOA Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • SOA Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $9.55M in Q4 2021.
  • 757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.