SA
ESGD icon

Sonoma Allocations’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Sonoma Allocations’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 		– Sell
-7,821
Closed -$757K – 130
2026
Q1 		$757K Buy
7,821
+1,143
+17% +$113K 0.26% 60
2025
Q4 		$670K Buy
6,678
+3,307
+98% +$312K 0.22% 60
2025
Q3 		$316K Buy
+3,371
New +$305K 0.12% 92

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

Sonoma Allocations's ESGD Position: Q2 2026 in Review

Sonoma Allocations sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026, closing a stake of 7,821 shares — an estimated $757K sold.

Sonoma Allocations first reported a position in ESGD in Q3 2025 and held it in 3 quarters. The position peaked at $757K in Q1 2026. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Sonoma Allocations reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Sonoma Allocations sold 7,821 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $757K.
  • Sonoma Allocations first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2025 and held it in 3 quarters.
  • Sonoma Allocations's iShares ESG Aware MSCI EAFE ETF position peaked at $757K in Q1 2026.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.