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Sterling Investment Advisors (Missouri)’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Sterling Investment Advisors (Missouri)’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 		$281K Buy
2,737
+31
+1% +$3.15K 0.13% 35
2026
Q1 		$259K Sell
2,706
-54
-2% -$5.34K 0.12% 38
2025
Q4 		$263K Buy
2,760
+88
+3% +$8.29K 0.13% 36
2025
Q3 		$249K Sell
2,672
-616
-19% -$55.7K 0.12% 35
2025
Q2 		$341K Buy
3,288
+130
+4% +$11.1K 0.18% 30
2025
Q1 		$258K Sell
3,158
-22
-0.7% -$1.77K 0.15% 30
2024
Q4 		$242K Buy
3,180
+51
+2% +$4.06K 0.14% 30
2024
Q3 		$263K Sell
3,129
-11
-0.4% -$889 0.15% 30
2024
Q2 		$247K Sell
3,140
-23
-0.7% -$1.83K 0.15% 30
2024
Q1 		$253K Sell
3,163
-17
-0.5% -$1.3K 0.15% 30
2023
Q4 		$240K Buy
+3,180
New +$225K 0.15% 30

Other funds holding ESGD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Sterling Investment Advisors (Missouri)'s ESGD Position: Q2 2026 in Review

Sterling Investment Advisors (Missouri) increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.1% in Q2 2026, buying an estimated $3.15K and bringing the position to 2,737 shares worth $281K. The position accounts for 0.13% of the portfolio, ranked #35.

Sterling Investment Advisors (Missouri) first reported a position in ESGD in Q4 2023 and has held it in 11 quarters since. The position peaked at $341K in Q2 2025. 502 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Sterling Investment Advisors (Missouri) held 2,737 shares of iShares ESG Aware MSCI EAFE ETF worth $281K as of Q2 2026.
  • Sterling Investment Advisors (Missouri) bought 31 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $3.15K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.13% of Sterling Investment Advisors (Missouri)'s portfolio in Q2 2026, its #35 holding.
  • Sterling Investment Advisors (Missouri) first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • Sterling Investment Advisors (Missouri)'s iShares ESG Aware MSCI EAFE ETF position peaked at $341K in Q2 2025.
  • 502 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Sterling Investment Advisors (Missouri)'s 13F filing for Q2 2026, filed 9 Jul 2026.