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

TPG Financial Advisors’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	$223K	Sell	2,169 -34	-2%	-$3.45K	0.07%	76
2026 Q1	$211K	Sell	2,203 -26	-1%	-$2.57K	0.07%	74
2025 Q4	$212K	Buy	+2,229	New	+$210K	0.07%	72
2021 Q2	–	Sell	-2,642	Closed	-$201K	–	38
2021 Q1	$201K	Buy	+2,642	New	+$199K	0.14%	41
2020 Q2	–	Sell	-3,920	Closed	-$208K	–	37
2020 Q1	$208K	Buy	3,920 +17	+0.4%	+$1.07K	0.21%	42
2019 Q4	$268K	Sell	3,903 -78	-2%	-$5.2K	0.22%	44
2019 Q3	$255K	Buy	+3,981	New	+$252K	0.23%	41
2019 Q2	–	Sell	-3,793	Closed	-$243K	–	41
2019 Q1	$243K	Buy	+3,793	New	+$233K	0.23%	35

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

TPG Financial Advisors's ESGD Position: Q2 2026 in Review

TPG Financial Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.5% in Q2 2026, selling an estimated $3.45K and leaving 2,169 shares worth $223K. The position accounts for 0.07% of the portfolio, ranked #76.

TPG Financial Advisors first reported a position in ESGD in Q1 2019 and has held it in 8 quarters since. The position peaked at $268K in Q4 2019. 756 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

TPG Financial Advisors held 2,169 shares of iShares ESG Aware MSCI EAFE ETF worth $223K as of Q2 2026.
TPG Financial Advisors sold 34 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $3.45K.
iShares ESG Aware MSCI EAFE ETF made up 0.07% of TPG Financial Advisors's portfolio in Q2 2026, its #76 holding.
TPG Financial Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2019 and has held it in 8 quarters since.
TPG Financial Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $268K in Q4 2019.
756 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on TPG Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.