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Stephenson & Company’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Stephenson & Company’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 		$398K Buy
3,869
+12
+0.3% +$1.22K 0.19% 27
2026
Q1 		$369K Buy
3,857
+4
+0.1% +$396 0.2% 24
2025
Q4 		$366K Sell
3,853
-65
-2% -$6.13K 0.2% 26
2025
Q3 		$364K Buy
3,918
+187
+5% +$16.9K 0.21% 24
2025
Q2 		$333K Buy
3,731
+653
+21% +$55.7K 0.2% 24
2025
Q1 		$251K Buy
3,078
+451
+17% +$36.4K 0.16% 31
2024
Q4 		$200K Buy
+2,627
New +$209K 0.13% 36

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

Stephenson & Company's ESGD Position: Q2 2026 in Review

Stephenson & Company increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.31% in Q2 2026, buying an estimated $1.22K and bringing the position to 3,869 shares worth $398K. The position accounts for 0.19% of the portfolio, ranked #27.

Stephenson & Company first reported a position in ESGD in Q4 2024 and has held it in 7 quarters since. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Stephenson & Company held 3,869 shares of iShares ESG Aware MSCI EAFE ETF worth $398K as of Q2 2026.
  • Stephenson & Company bought 12 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $1.22K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.19% of Stephenson & Company's portfolio in Q2 2026, its #27 holding.
  • Stephenson & Company first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • 757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Stephenson & Company's 13F filing for Q2 2026, filed 28 Jul 2026.