Stance Capital’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Stance Capital’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	$89.5K	Hold	871	–	–	0.03%	150
2026 Q1	$83.3K	Buy	+871	New	+$86.2K	0.04%	105
2025 Q4	–	Sell	-1,687	Closed	-$157K	–	186
2025 Q3	$157K	Buy	+1,687	New	+$153K	0.06%	137
2025 Q1	–	Sell	-1,504	Closed	-$115K	–	126
2024 Q4	$115K	Buy	+1,504	New	+$120K	0.07%	131

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

Stance Capital's ESGD Position: Q2 2026 in Review

Stance Capital held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 871 shares worth $89.5K. The position accounts for 0.03% of the portfolio, ranked #150.

Stance Capital first reported a position in ESGD in Q4 2024 and has held it in 4 quarters since. The position peaked at $157K in Q3 2025. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Stance Capital held 871 shares of iShares ESG Aware MSCI EAFE ETF worth $89.5K as of Q2 2026.
Stance Capital left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.03% of Stance Capital's portfolio in Q2 2026, its #150 holding.
Stance Capital first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2024 and has held it in 4 quarters since.
Stance Capital's iShares ESG Aware MSCI EAFE ETF position peaked at $157K in Q3 2025.
757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Stance Capital's 13F filing for Q2 2026, filed 14 Aug 2026.