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Topel & Distasi Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Topel & Distasi Wealth 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 		$279K Sell
2,716
-49
-2% -$4.98K 0.13% 54
2026
Q1 		$264K Sell
2,765
-977
-26% -$96.7K 0.14% 54
2025
Q4 		$356K Sell
3,742
-5
-0.1% -$471 0.17% 52
2025
Q3 		$348K Sell
3,747
-12
-0.3% -$1.09K 0.17% 52
2025
Q2 		$335K Hold
3,759
– – 0.18% 51
2025
Q1 		$307K Hold
3,759
– – 0.14% 65
2024
Q4 		$286K Buy
3,759
+34
+0.9% +$2.71K 0.12% 69
2024
Q3 		$314K Sell
3,725
-16
-0.4% -$1.29K 0.13% 68
2024
Q2 		$295K Sell
3,741
-26
-0.7% -$2.06K 0.13% 67
2024
Q1 		$301K Sell
3,767
-23
-0.6% -$1.76K 0.13% 65
2023
Q4 		$286K Hold
3,790
– – 0.14% 64
2023
Q3 		$262K Buy
3,790
+65
+2% +$4.68K 0.14% 65
2023
Q2 		$272K Sell
3,725
-37
-1% -$2.7K 0.14% 69
2023
Q1 		$270K Sell
3,762
-153
-4% -$10.7K 0.14% 67
2022
Q4 		$257K Hold
3,915
– – 0.14% 64
2022
Q3 		$255K Sell
3,915
-1,129
-22% -$70.8K 0.14% 67
2022
Q2 		$317K Buy
5,044
+2,328
+86% +$159K 0.18% 60
2022
Q1 		$200K Hold
2,716
– – 0.08% 72
2021
Q4 		$216K Buy
+2,716
New +$216K 0.09% 73

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

Topel & Distasi Wealth Management's ESGD Position: Q2 2026 in Review

Topel & Distasi Wealth Management reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.8% in Q2 2026, selling an estimated $4.98K and leaving 2,716 shares worth $279K. The position accounts for 0.13% of the portfolio, ranked #54.

Topel & Distasi Wealth Management first reported a position in ESGD in Q4 2021 and has held it in 19 quarters since. The position peaked at $356K in Q4 2025. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Topel & Distasi Wealth Management held 2,716 shares of iShares ESG Aware MSCI EAFE ETF worth $279K as of Q2 2026.
  • Topel & Distasi Wealth Management sold 49 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $4.98K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.13% of Topel & Distasi Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Topel & Distasi Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • Topel & Distasi Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $356K in Q4 2025.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.