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Sweeney & Michel’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Sweeney & Michel’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 		$222K Buy
2,063
+31
+2% +$3.15K 0.06% 152
2026
Q1 		$206K Hold
2,032
– – 0.06% 143
2025
Q4 		$211K Buy
+2,032
New +$192K 0.06% 140

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

Sweeney & Michel's ESGD Position: Q2 2026 in Review

Sweeney & Michel increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.5% in Q2 2026, buying an estimated $3.15K and bringing the position to 2,063 shares worth $222K. The position accounts for 0.06% of the portfolio, ranked #152.

Sweeney & Michel first reported a position in ESGD in Q4 2025 and has held it in 3 quarters since. 760 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Sweeney & Michel held 2,063 shares of iShares ESG Aware MSCI EAFE ETF worth $222K as of Q2 2026.
  • Sweeney & Michel bought 31 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $3.15K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.06% of Sweeney & Michel's portfolio in Q2 2026, its #152 holding.
  • Sweeney & Michel first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 760 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.