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

Toth Financial Advisory’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	$6.03K	Buy	59 +1	+2%	+$102	﹤0.01%	635
2026 Q1	$5.52K	Hold	58	–	–	﹤0.01%	628
2025 Q4	$5.49K	Buy	58 +1	+2%	+$94	﹤0.01%	626
2025 Q3	$5.27K	Hold	57	–	–	﹤0.01%	604
2025 Q2	$5.05K	Buy	57 +1	+2%	+$85	﹤0.01%	557
2025 Q1	$4.54K	Sell	56 -65	-54%	-$5.25K	﹤0.01%	529
2024 Q4	$9.18K	Sell	121 -14	-10%	-$1.11K	﹤0.01%	460
2024 Q3	$11.4K	Sell	135 -20	-13%	-$1.62K	﹤0.01%	443
2024 Q2	$12.2K	Buy	155 +1	+0.6%	+$79	﹤0.01%	445
2024 Q1	$12.3K	Sell	154 -105	-41%	-$8.04K	﹤0.01%	435
2023 Q4	$19.6K	Buy	259 +1	+0.4%	+$71	﹤0.01%	393
2023 Q3	$17.9K	Hold	258	–	–	﹤0.01%	385
2023 Q2	$18.8K	Buy	258 +206	+396%	+$15K	﹤0.01%	399
2023 Q1	$3.75K	Hold	52	–	–	﹤0.01%	577
2022 Q4	$3.44K	Hold	52	–	–	﹤0.01%	536
2022 Q3	$3K	Hold	52	–	–	﹤0.01%	596
2022 Q2	$3K	Buy	52 +1	+2%	+$68	﹤0.01%	554
2022 Q1	$4K	Buy	51 +20	+65%	+$1.51K	﹤0.01%	561
2021 Q4	$2K	Buy	31 +1	+3%	+$80	﹤0.01%	641
2021 Q3	$2K	Buy	30 +20	+200%	+$1.61K	﹤0.01%	643
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	646
2021 Q1	$1K	Hold	10	–	–	﹤0.01%	638
2020 Q4	$1K	Hold	10	–	–	﹤0.01%	571
2020 Q3	$1K	Hold	10	–	–	﹤0.01%	519
2020 Q2	$1K	Hold	10	–	–	﹤0.01%	502
2020 Q1	$1K	Sell	10 -60	-86%	-$3.77K	﹤0.01%	411
2019 Q4	$5K	Buy	+70	New	+$4.66K	﹤0.01%	356

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

Toth Financial Advisory's ESGD Position: Q2 2026 in Review

Toth Financial Advisory increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.7% in Q2 2026, buying an estimated $102 and bringing the position to 59 shares worth $6.03K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

Toth Financial Advisory first reported a position in ESGD in Q4 2019 and has held it in 27 quarters since. The position peaked at $19.6K in Q4 2023. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Toth Financial Advisory held 59 shares of iShares ESG Aware MSCI EAFE ETF worth $6.03K as of Q2 2026.
Toth Financial Advisory bought 1 iShares ESG Aware MSCI EAFE ETF share in Q2 2026, an estimated $102.
iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #635 holding.
Toth Financial Advisory first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
Toth Financial Advisory's iShares ESG Aware MSCI EAFE ETF position peaked at $19.6K in Q4 2023.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.