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Stanich Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Stanich Group’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 		$24M Buy
232,994
+13,984
+6% +$1.42M 15.08% 2
2026
Q1 		$20.9M Buy
219,010
+7,419
+4% +$734K 15.96% 2
2025
Q4 		$20.1M Buy
211,591
+10,858
+5% +$1.02M 15.17% 2
2025
Q3 		$18.7M Buy
200,733
+8,993
+5% +$814K 11.43% 2
2025
Q2 		$17M Buy
191,740
+52,113
+37% +$4.44M 15.2% 2
2025
Q1 		$11.4M Buy
139,627
+5,503
+4% +$444K 8.43% 3
2024
Q4 		$10.2M Buy
+134,124
New +$10.7M 7.63% 3

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

Stanich Group's ESGD Position: Q2 2026 in Review

Stanich Group increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 6.4% in Q2 2026, buying an estimated $1.42M and bringing the position to 232,994 shares worth $24M. The position accounts for 15.08% of the portfolio, ranked #2.

Stanich Group first reported a position in ESGD in Q4 2024 and has held it in 7 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Stanich Group held 232,994 shares of iShares ESG Aware MSCI EAFE ETF worth $24M as of Q2 2026.
  • Stanich Group bought 13,984 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $1.42M.
  • iShares ESG Aware MSCI EAFE ETF made up 15.08% of Stanich Group's portfolio in Q2 2026, its #2 holding.
  • Stanich Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Stanich Group's 13F filing for Q2 2026, filed 16 Jul 2026.