SouthState Corp’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

SouthState Corp’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	$32.9K	Sell	320 -221	-41%	-$22.5K	﹤0.01%	548
2026 Q1	$51.7K	Sell	541 -156	-22%	-$15.4K	﹤0.01%	450
2025 Q4	$66.3K	Sell	697 -1,373	-66%	-$129K	﹤0.01%	425
2025 Q3	$192K	Sell	2,070 -1,555	-43%	-$141K	0.01%	320
2025 Q2	$323K	Hold	3,625	–	–	0.01%	305
2025 Q1	$296K	Buy	+3,625	New	+$293K	0.01%	310
2024 Q2	–	Sell	-60	Closed	-$4.79K	–	679
2024 Q1	$4.79K	Buy	+60	New	+$4.6K	﹤0.01%	561

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

SouthState Corp's ESGD Position: Q2 2026 in Review

SouthState Corp reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 41% in Q2 2026, selling an estimated $22.5K and leaving 320 shares worth $32.9K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

SouthState Corp first reported a position in ESGD in Q1 2024 and has held it in 7 quarters since. The position peaked at $323K in Q2 2025. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

SouthState Corp held 320 shares of iShares ESG Aware MSCI EAFE ETF worth $32.9K as of Q2 2026.
SouthState Corp sold 221 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $22.5K.
iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of SouthState Corp's portfolio in Q2 2026, its #548 holding.
SouthState Corp first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2024 and has held it in 7 quarters since.
SouthState Corp's iShares ESG Aware MSCI EAFE ETF position peaked at $323K in Q2 2025.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.