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

Transamerica 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 		$53.2K Buy
517
+97
+23% +$9.85K ﹤0.01% 688
2026
Q1 		$40.2K Buy
420
+172
+69% +$17K ﹤0.01% 677
2025
Q4 		$23.5K Buy
248
+69
+39% +$6.5K ﹤0.01% 682
2025
Q3 		$16.6K Buy
+179
New +$16.2K ﹤0.01% 636

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

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

Transamerica Financial Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 23% in Q2 2026, buying an estimated $9.85K and bringing the position to 517 shares worth $53.2K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

Transamerica Financial Advisors first reported a position in ESGD in Q3 2025 and has held it in 4 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Transamerica Financial Advisors held 517 shares of iShares ESG Aware MSCI EAFE ETF worth $53.2K as of Q2 2026.
  • Transamerica Financial Advisors bought 97 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $9.85K.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #688 holding.
  • Transamerica Financial Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2025 and has held it in 4 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.