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Sowell Financial Services’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Sowell Financial Services’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 		$216K Sell
2,097
-48
-2% -$4.88K 0.01% 1036
2026
Q1 		$205K Buy
2,145
+13
+0.6% +$1.29K 0.01% 1042
2025
Q4 		$203K Buy
+2,132
New +$201K 0.01% 1036
2025
Q2 		– Sell
-3,990
Closed -$326K – 1056
2025
Q1 		$326K Buy
+3,990
New +$322K 0.01% 728
2023
Q4 		– Sell
-13,168
Closed -$910K – 544
2023
Q3 		$910K Sell
13,168
-714
-5% -$51.4K 0.06% 318
2023
Q2 		$1.01M Buy
13,882
+6,861
+98% +$500K 0.06% 359
2023
Q1 		$504K Sell
7,021
-5,834
-45% -$409K 0.04% 428
2022
Q4 		$845K Buy
12,855
+1,131
+10% +$71K 0.05% 340
2022
Q3 		$658K Buy
+11,724
New +$735K 0.07% 284
2022
Q1 		– Sell
-45,046
Closed -$3.58M – 249
2021
Q4 		$3.58M Buy
45,046
+8,780
+24% +$699K 0.21% 106
2021
Q3 		$2.84M Sell
36,266
-11,105
-23% -$892K 0.19% 131
2021
Q2 		$3.74M Buy
47,371
+1,225
+3% +$97.5K 0.25% 114
2021
Q1 		$3.68M Buy
46,146
+30,533
+196% +$2.3M 0.13% 151
2020
Q4 		$1.14M Buy
15,613
+1,011
+7% +$69K 0.05% 300
2020
Q3 		$927K Buy
14,602
+26
+0.2% +$1.66K 0.05% 312
2020
Q2 		$883K Buy
14,576
+586
+4% +$33.6K 0.05% 301
2020
Q1 		$744K Buy
13,990
+1,390
+11% +$87.5K 0.06% 303
2019
Q4 		$866K Buy
12,600
+660
+6% +$44K 0.07% 300
2019
Q3 		$766K Buy
+11,940
New +$755K 0.06% 302
2019
Q1 		$860K Buy
13,605
+7,960
+141% +$489K 0.1% 225
2018
Q4 		$324K Buy
+5,645
New +$343K 0.05% 370
2018
Q3 		– Sell
-4,517
Closed -$292K – 386
2018
Q2 		$292K Buy
4,517
+915
+25% +$62K 0.06% 226
2018
Q1 		$245K Buy
+3,602
New +$248K 0.06% 233

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

Sowell Financial Services's ESGD Position: Q2 2026 in Review

Sowell Financial Services reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2.2% in Q2 2026, selling an estimated $4.88K and leaving 2,097 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #1036.

Sowell Financial Services first reported a position in ESGD in Q1 2018 and has held it in 23 quarters since. The position peaked at $3.74M in Q2 2021. 756 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Sowell Financial Services held 2,097 shares of iShares ESG Aware MSCI EAFE ETF worth $216K as of Q2 2026.
  • Sowell Financial Services sold 48 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $4.88K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1036 holding.
  • Sowell Financial Services first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2018 and has held it in 23 quarters since.
  • Sowell Financial Services's iShares ESG Aware MSCI EAFE ETF position peaked at $3.74M in Q2 2021.
  • 756 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.