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TriaGen Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

TriaGen 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 		$2.52M Sell
24,502
-166
-0.7% -$16.9K 0.63% 38
2026
Q1 		$2.36M Sell
24,668
-396
-2% -$39.2K 0.64% 38
2025
Q4 		$2.38M Buy
25,064
+16
+0.1% +$1.51K 0.62% 36
2025
Q3 		$2.33M Sell
25,048
-32
-0.1% -$2.9K 0.61% 46
2025
Q2 		$2.24M Sell
25,080
-185
-0.7% -$15.8K 0.68% 44
2025
Q1 		$2.06M Sell
25,265
-85
-0.3% -$6.86K 0.73% 34
2024
Q4 		$1.93M Sell
25,350
-120
-0.5% -$9.55K 0.65% 43
2024
Q3 		$2.14M Hold
25,470
– – 0.72% 32
2024
Q2 		$2.01M Sell
25,470
-270
-1% -$21.4K 0.78% 38
2024
Q1 		$2.06M Sell
25,740
-1,493
-5% -$114K 0.85% 37
2023
Q4 		$2.06M Sell
27,233
-667
-2% -$47.2K 0.98% 33
2023
Q3 		$1.93M Hold
27,900
– – 0.98% 29
2023
Q2 		$2.03M Hold
27,900
– – 0.93% 28
2023
Q1 		$2M Sell
27,900
-1,400
-5% -$98.3K 1.01% 26
2022
Q4 		$1.93M Sell
29,300
-309
-1% -$19.4K 1.07% 22
2022
Q3 		$1.66M Sell
29,609
-8,431
-22% -$529K 0.92% 34
2022
Q2 		$2.39M Buy
38,040
+287
+0.8% +$19.6K 1.7% 14
2022
Q1 		$2.78M Sell
37,753
-1,979
-5% -$149K 1.44% 14
2021
Q4 		$3.16M Buy
39,732
+6,989
+21% +$556K 1.56% 9
2021
Q3 		$2.57M Sell
32,743
-4
-0% -$321 1.4% 10
2021
Q2 		$2.6M Buy
32,747
+369
+1% +$29.4K 1.34% 11
2021
Q1 		$2.46M Buy
32,378
+1,227
+4% +$92.4K 1.41% 16
2020
Q4 		$2.27M Buy
+31,151
New +$2.13M 1.33% 17

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

TriaGen Wealth Management's ESGD Position: Q2 2026 in Review

TriaGen Wealth Management reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.67% in Q2 2026, selling an estimated $16.9K and leaving 24,502 shares worth $2.52M. The position accounts for 0.63% of the portfolio, ranked #38.

TriaGen Wealth Management first reported a position in ESGD in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.16M in Q4 2021. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • TriaGen Wealth Management held 24,502 shares of iShares ESG Aware MSCI EAFE ETF worth $2.52M as of Q2 2026.
  • TriaGen Wealth Management sold 166 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $16.9K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.63% of TriaGen Wealth Management's portfolio in Q2 2026, its #38 holding.
  • TriaGen Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • TriaGen Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $3.16M in Q4 2021.
  • 757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.