SWG
ESGD icon

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

Summit Wealth 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
Q1 		$1.66M Sell
17,336
-444
-2% -$43.9K 0.38% 40
2025
Q4 		$1.69M Sell
17,780
-286
-2% -$27K 0.39% 38
2025
Q3 		$1.68M Sell
18,066
-491
-3% -$44.4K 0.41% 38
2025
Q2 		$1.66M Sell
18,557
-390
-2% -$33.3K 0.43% 40
2025
Q1 		$1.55M Buy
18,947
+722
+4% +$58.3K 0.45% 35
2024
Q4 		$1.39M Buy
18,225
+615
+3% +$48.9K 0.4% 36
2024
Q3 		$1.48M Buy
17,610
+740
+4% +$59.8K 0.43% 37
2024
Q2 		$1.33M Sell
16,870
-370
-2% -$29.4K 0.4% 35
2024
Q1 		$1.38M Buy
17,240
+44
+0.3% +$3.37K 0.94% 17
2023
Q4 		$1.3M Buy
17,196
+98
+0.6% +$6.94K 1.02% 17
2023
Q3 		$1.18M Buy
17,098
+169
+1% +$12.2K 1.05% 15
2023
Q2 		$1.24M Sell
16,929
-2,536,049
-99% -$185M 0.5% 29
2023
Q1 		$36K Buy
2,552,978
+2,516,838
+6,964% +$177M 0.86% 22
2022
Q4 		$2.38M Buy
36,140
+290
+0.8% +$18.2K 2.51% 12
2022
Q3 		$2.01M Buy
35,850
+3,948
+12% +$247K 2.37% 11
2022
Q2 		$2M Buy
31,902
+810
+3% +$55.3K 2.37% 10
2022
Q1 		$2.29M Buy
31,092
+3,866
+14% +$291K 2.4% 10
2021
Q4 		$2.16M Buy
27,226
+15,449
+131% +$1.23M 2.47% 11
2021
Q3 		$923K Buy
11,777
+3,205
+37% +$257K 1.46% 13
2021
Q2 		$677K Buy
8,572
+6,231
+266% +$496K 1.01% 11
2021
Q1 		$178K Buy
+2,341
New +$176K 0.29% 16

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Summit Wealth Group's ESGD Position: Q1 2026 in Review

Summit Wealth Group reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2.5% in Q1 2026, selling an estimated $43.9K and leaving 17,336 shares worth $1.66M. The position accounts for 0.38% of the portfolio, ranked #40.

Summit Wealth Group first reported a position in ESGD in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.38M in Q4 2022. 746 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Summit Wealth Group held 17,336 shares of iShares ESG Aware MSCI EAFE ETF worth $1.66M as of Q1 2026.
  • Summit Wealth Group sold 444 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $43.9K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.38% of Summit Wealth Group's portfolio in Q1 2026, its #40 holding.
  • Summit Wealth Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2021 and has held it in 21 quarters since.
  • Summit Wealth Group's iShares ESG Aware MSCI EAFE ETF position peaked at $2.38M in Q4 2022.
  • 746 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.