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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
Q2 		$1.7M Sell
16,511
-825
-5% -$83.8K 0.35% 42
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 Buy
16,929
+16,428
+3,279% +$1.2M 0.5% 29
2023
Q1 		$36K Sell
501
-35,639
-99% -$2.5M 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 $1.55T 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

Summit Wealth Group's ESGD Position: Q2 2026 in Review

Summit Wealth Group reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 4.8% in Q2 2026, selling an estimated $83.8K and leaving 16,511 shares worth $1.7M. The position accounts for 0.35% of the portfolio, ranked #42.

Summit Wealth Group first reported a position in ESGD in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.38M in Q4 2022. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Summit Wealth Group held 16,511 shares of iShares ESG Aware MSCI EAFE ETF worth $1.7M as of Q2 2026.
  • Summit Wealth Group sold 825 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $83.8K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.35% of Summit Wealth Group's portfolio in Q2 2026, its #42 holding.
  • Summit Wealth Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2021 and has held it in 22 quarters since.
  • Summit Wealth Group's iShares ESG Aware MSCI EAFE ETF position peaked at $2.38M in Q4 2022.
  • 757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.