Steward Partners Investment Advisory’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Steward Partners Investment Advisory’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	$20.1M	Sell	195,241 -8,762	-4%	-$890K	0.1%	194
2026 Q1	$19.5M	Buy	204,003 +10,723	+6%	+$1.06M	0.1%	181
2025 Q4	$18.4M	Buy	193,280 +6,746	+4%	+$636K	0.1%	176
2025 Q3	$17.3M	Buy	186,534 +14,368	+8%	+$1.3M	0.1%	182
2025 Q2	$15.4M	Buy	172,166 +40,060	+30%	+$3.42M	0.12%	172
2025 Q1	$10.8M	Sell	132,106 -3,696	-3%	-$298K	0.1%	214
2024 Q4	$10.3M	Sell	135,802 -2,969	-2%	-$236K	0.09%	216
2024 Q3	$11.7M	Buy	138,771 +1,696	+1%	+$137K	0.11%	187
2024 Q2	$10.8M	Buy	137,075 +1,211	+0.9%	+$96.2K	0.11%	178
2024 Q1	$10.9M	Sell	135,864 -4,906	-3%	-$376K	0.12%	180
2023 Q4	$10.6M	Buy	140,770 +16,012	+13%	+$1.13M	0.14%	152
2023 Q3	$8.62M	Buy	124,758 +9,308	+8%	+$670K	0.13%	165
2023 Q2	$8.42M	Buy	115,450 +9,944	+9%	+$725K	0.13%	172
2023 Q1	$7.58M	Buy	105,506 +17,371	+20%	+$1.22M	0.12%	181
2022 Q4	$5.79M	Buy	88,135 +4,957	+6%	+$311K	0.1%	223
2022 Q3	$4.67M	Sell	83,178 -6,542	-7%	-$410K	0.09%	248
2022 Q2	$5.63M	Buy	89,720 +832	+0.9%	+$56.8K	0.1%	215
2022 Q1	$6.55M	Buy	88,888 +24,370	+38%	+$1.84M	0.1%	215
2021 Q4	$5.13M	Sell	64,518 -14,401	-18%	-$1.15M	0.08%	260
2021 Q3	$6.19M	Buy	78,919 +13,730	+21%	+$1.1M	0.11%	215
2021 Q2	$5.15M	Buy	65,189 +11,332	+21%	+$902K	0.09%	239
2021 Q1	$4.09M	Buy	53,857 +4,019	+8%	+$303K	0.07%	286
2020 Q4	$3.64M	Buy	49,838 +5,235	+12%	+$358K	0.08%	255
2020 Q3	$2.83M	Buy	44,603 +16,127	+57%	+$1.03M	0.07%	259
2020 Q2	$1.73M	Buy	28,476 +5,199	+22%	+$298K	0.05%	335
2020 Q1	$1.24M	Buy	23,277 +20,193	+655%	+$1.27M	0.05%	339
2019 Q4	$212K	Buy	3,084 +1,604	+108%	+$107K	0.01%	863
2019 Q3	$94K	Buy	1,480 +283	+24%	+$17.9K	﹤0.01%	1107
2019 Q2	$76K	Buy	+1,197	New	+$76.4K	﹤0.01%	1169
2018 Q4	–	Sell	-169	Closed	-$11K	–	1164
2018 Q3	$11K	Hold	169	–	–	﹤0.01%	1830
2018 Q2	$11K	Buy	+169	New	+$11.5K	﹤0.01%	1693

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

Steward Partners Investment Advisory's ESGD Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 4.3% in Q2 2026, selling an estimated $890K and leaving 195,241 shares worth $20.1M. The position accounts for 0.1% of the portfolio, ranked #194.

Steward Partners Investment Advisory first reported a position in ESGD in Q2 2018 and has held it in 31 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Steward Partners Investment Advisory held 195,241 shares of iShares ESG Aware MSCI EAFE ETF worth $20.1M as of Q2 2026.
Steward Partners Investment Advisory sold 8,762 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $890K.
iShares ESG Aware MSCI EAFE ETF made up 0.1% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #194 holding.
Steward Partners Investment Advisory first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2018 and has held it in 31 quarters since.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.