TD Capital Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

TD Capital Management’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	$42.3K	Buy	411 +6	+1%	+$610	﹤0.01%	261
2026 Q1	$38.7K	Hold	405	–	–	﹤0.01%	276
2025 Q4	$38.5K	Buy	405 +8	+2%	+$754	﹤0.01%	267
2025 Q3	$36.9K	Sell	397 -217	-35%	-$19.6K	﹤0.01%	256
2025 Q2	$54.8K	Buy	614 +11	+2%	+$938	0.01%	209
2025 Q1	$49.2K	Sell	603 -127	-17%	-$10.2K	0.01%	184
2024 Q4	$55.6K	Buy	730 +10	+1%	+$796	0.01%	180
2024 Q3	$60.6K	Hold	720	–	–	0.01%	178
2024 Q2	$56.7K	Buy	720 +13	+2%	+$1.03K	0.01%	174
2024 Q1	$56.5K	Hold	707	–	–	0.01%	175
2023 Q4	$53.4K	Buy	707 +8	+1%	+$567	0.01%	176
2023 Q3	$48.3K	Hold	699	–	–	0.01%	175
2023 Q2	$50.9K	Buy	699 +14	+2%	+$1.02K	0.01%	176
2023 Q1	$49.2K	Hold	685	–	–	0.01%	174
2022 Q4	$45.1K	Buy	685 +3	+0.4%	+$188	0.01%	169
2022 Q3	$38K	Buy	+682	New	+$42.8K	0.01%	174
2022 Q1	–	Sell	-667	Closed	-$53K	–	181
2021 Q4	$53K	Buy	667 +9	+1%	+$717	0.01%	156
2021 Q3	$52K	Buy	+658	New	+$52.8K	0.01%	153

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

TD Capital Management's ESGD Position: Q2 2026 in Review

TD Capital Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.5% in Q2 2026, buying an estimated $610 and bringing the position to 411 shares worth $42.3K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

TD Capital Management first reported a position in ESGD in Q3 2021 and has held it in 18 quarters since. The position peaked at $60.6K in Q3 2024. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

TD Capital Management held 411 shares of iShares ESG Aware MSCI EAFE ETF worth $42.3K as of Q2 2026.
TD Capital Management bought 6 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $610.
iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of TD Capital Management's portfolio in Q2 2026, its #261 holding.
TD Capital Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2021 and has held it in 18 quarters since.
TD Capital Management's iShares ESG Aware MSCI EAFE ETF position peaked at $60.6K in Q3 2024.
757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.