TME Financial’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

TME Financial’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	–	Sell	-3,339	Closed	-$319K	–	72
2026 Q1	$319K	Hold	3,339	–	–	0.22%	55
2025 Q4	$318K	Buy	3,339 +62	+2%	+$5.84K	0.22%	55
2025 Q3	$305K	Hold	3,277	–	–	0.23%	58
2025 Q2	$292K	Sell	3,277 -426	-12%	-$36.3K	0.24%	58
2025 Q1	$302K	Sell	3,703 -459	-11%	-$37K	0.26%	57
2024 Q4	$350K	Buy	+4,162	New	+$331K	0.33%	51

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

TME Financial's ESGD Position: Q2 2026 in Review

TME Financial sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026, closing a stake of 3,339 shares — an estimated $319K sold.

TME Financial first reported a position in ESGD in Q4 2024 and held it in 6 quarters. The position peaked at $350K in Q4 2024. 760 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

TME Financial reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
TME Financial sold 3,339 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $319K.
TME Financial first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2024 and held it in 6 quarters.
TME Financial's iShares ESG Aware MSCI EAFE ETF position peaked at $350K in Q4 2024.
760 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on TME Financial's 13F filing for Q2 2026, filed 23 Jul 2026.