Stonebridge Financial Group (Pennsylvania)’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$248K	Sell	2,414 -23	-0.9%	-$2.34K	0.02%	244
2026 Q1	$233K	Sell	2,437 -163	-6%	-$16.1K	0.02%	235
2025 Q4	$247K	Sell	2,600 -26	-1%	-$2.45K	0.02%	221
2025 Q3	$244K	Hold	2,626	–	–	0.02%	214
2025 Q2	$234K	Hold	2,626	–	–	0.02%	219
2025 Q1	$215K	Sell	2,626 -362	-12%	-$29.2K	0.02%	210
2024 Q4	$228K	Buy	+2,988	New	+$238K	0.03%	217

Other funds holding ESGD

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s ESGD Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.94% in Q2 2026, selling an estimated $2.34K and leaving 2,414 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #244.

Stonebridge Financial Group (Pennsylvania) first reported a position in ESGD in Q4 2024 and has held it in 7 quarters since. 665 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 2,414 shares of iShares ESG Aware MSCI EAFE ETF worth $248K as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) sold 23 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $2.34K.
iShares ESG Aware MSCI EAFE ETF made up 0.02% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #244 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
665 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.