Sound Income Strategies’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Sound Income Strategies’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	-74	Closed	-$7.2K	–	1039
2026 Q1	$7.2K	Hold	74	–	–	﹤0.01%	1675
2025 Q4	$7.29K	Sell	74 -92	-55%	-$8.67K	﹤0.01%	1637
2025 Q3	$15.5K	Sell	166 -66	-28%	-$5.97K	﹤0.01%	876
2025 Q2	$20.7K	Buy	232 +140	+152%	+$11.9K	﹤0.01%	740
2025 Q1	$7.51K	Hold	92	–	–	﹤0.01%	976
2024 Q4	$7K	Hold	92	–	–	﹤0.01%	929
2024 Q3	$7.74K	Hold	92	–	–	﹤0.01%	854
2024 Q2	$7.25K	Hold	92	–	–	﹤0.01%	841
2024 Q1	$7.35K	Hold	92	–	–	﹤0.01%	829
2023 Q4	$6.95K	Buy	+92	New	+$6.51K	﹤0.01%	816

Other funds holding ESGD

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Sound Income Strategies's ESGD Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026, closing a stake of 74 shares — an estimated $7.2K sold.

Sound Income Strategies first reported a position in ESGD in Q4 2023 and held it in 10 quarters. The position peaked at $20.7K in Q2 2025. 662 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Sound Income Strategies reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 74 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $7.2K.
Sound Income Strategies first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and held it in 10 quarters.
Sound Income Strategies's iShares ESG Aware MSCI EAFE ETF position peaked at $20.7K in Q2 2025.
662 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.