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Tortoise Investment Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Tortoise Investment 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 		$308K Hold
2,996
– – 0.02% 205
2026
Q1 		$286K Buy
2,996
+55
+2% +$5.44K 0.02% 201
2025
Q4 		$280K Buy
2,941
+1,705
+138% +$161K 0.02% 197
2025
Q3 		$115K Buy
1,236
+720
+140% +$65.1K 0.01% 288
2025
Q2 		$46K Buy
516
+250
+94% +$21.3K ﹤0.01% 397
2025
Q1 		$21.7K Hold
266
– – ﹤0.01% 485
2024
Q4 		$20.3K Hold
266
– – ﹤0.01% 543
2024
Q3 		$22.4K Hold
266
– – ﹤0.01% 538
2024
Q2 		$21K Hold
266
– – ﹤0.01% 524
2024
Q1 		$21.3K Buy
266
+5
+2% +$383 ﹤0.01% 502
2023
Q4 		$19.7K Hold
261
– – ﹤0.01% 480
2023
Q3 		$18K Hold
261
– – ﹤0.01% 472
2023
Q2 		$19K Hold
261
– – ﹤0.01% 473
2023
Q1 		$18.8K Sell
261
-30
-10% -$2.1K ﹤0.01% 473
2022
Q4 		$19.1K Buy
291
+230
+377% +$14.4K ﹤0.01% 464
2022
Q3 		$3K Hold
61
– – ﹤0.01% 645
2022
Q2 		$4K Sell
61
-3,200
-98% -$218K ﹤0.01% 611
2022
Q1 		$240K Buy
3,261
+3,200
+5,246% +$241K 0.04% 161
2021
Q4 		$5K Hold
61
– – ﹤0.01% 536
2021
Q3 		$5K Hold
61
– – ﹤0.01% 519
2021
Q2 		$5K Hold
61
– – ﹤0.01% 510
2021
Q1 		$5K Buy
61
+3
+5% +$226 ﹤0.01% 495
2020
Q4 		$4K Hold
58
– – ﹤0.01% 478
2020
Q3 		$4K Buy
+58
New +$3.7K ﹤0.01% 448

Other funds holding ESGD

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Tortoise Investment Management's ESGD Position: Q2 2026 in Review

Tortoise Investment Management held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 2,996 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #205.

Tortoise Investment Management first reported a position in ESGD in Q3 2020 and has held it in 24 quarters since. 516 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Tortoise Investment Management held 2,996 shares of iShares ESG Aware MSCI EAFE ETF worth $308K as of Q2 2026.
  • Tortoise Investment Management left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 0.02% of Tortoise Investment Management's portfolio in Q2 2026, its #205 holding.
  • Tortoise Investment Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2020 and has held it in 24 quarters since.
  • 516 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.