Symmetry Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Symmetry Partners’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	$789K	Buy	7,671 +331	+5%	+$33.6K	0.04%	96
2026 Q1	$702K	Sell	7,340 -150	-2%	-$14.8K	0.04%	92
2025 Q4	$712K	Buy	7,490 +860	+13%	+$81.1K	0.04%	87
2025 Q3	$616K	Sell	6,630 -1,177	-15%	-$106K	0.07%	81
2025 Q2	$697K	Sell	7,807 -1,663	-18%	-$142K	0.09%	77
2025 Q1	$774K	Sell	9,470 -147	-2%	-$11.9K	0.11%	70
2024 Q4	$732K	Buy	9,617 +2,373	+33%	+$189K	0.1%	72
2024 Q3	$610K	Buy	7,244 +320	+5%	+$25.9K	0.14%	55
2024 Q2	$545K	Buy	6,924 +3,471	+101%	+$276K	0.03%	263
2024 Q1	$276K	Buy	3,453 +29	+0.8%	+$2.22K	0.02%	444
2023 Q4	$259K	Sell	3,424 -1,632	-32%	-$116K	0.01%	434
2023 Q3	$350K	Sell	5,056 -1	-0%	-$72	0.02%	395
2023 Q2	$369K	Buy	5,057 +175	+4%	+$12.8K	0.02%	421
2023 Q1	$349K	Hold	4,882	–	–	0.02%	424
2022 Q4	$321K	Sell	4,882 -1,030	-17%	-$64.7K	0.02%	453
2022 Q3	$332K	Buy	5,912 +1,395	+31%	+$87.4K	0.02%	411
2022 Q2	$283K	Buy	4,517 +424	+10%	+$28.9K	0.02%	477
2022 Q1	$302K	Buy	4,093 +146	+4%	+$11K	0.02%	503
2021 Q4	$314K	Buy	+3,947	New	+$314K	0.02%	521

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

Symmetry Partners's ESGD Position: Q2 2026 in Review

Symmetry Partners increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 4.5% in Q2 2026, buying an estimated $33.6K and bringing the position to 7,671 shares worth $789K. The position accounts for 0.04% of the portfolio, ranked #96.

Symmetry Partners first reported a position in ESGD in Q4 2021 and has held it in 19 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Symmetry Partners held 7,671 shares of iShares ESG Aware MSCI EAFE ETF worth $789K as of Q2 2026.
Symmetry Partners bought 331 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $33.6K.
iShares ESG Aware MSCI EAFE ETF made up 0.04% of Symmetry Partners's portfolio in Q2 2026, its #96 holding.
Symmetry Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.