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

True Link 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	$391K	Sell	3,806 -62	-2%	-$6.3K	0.02%	63
2026 Q1	$370K	Buy	3,868 +212	+6%	+$21K	0.02%	57
2025 Q4	$348K	Sell	3,656 -93	-2%	-$8.77K	0.02%	74
2025 Q3	$349K	Sell	3,749 -315	-8%	-$28.5K	0.02%	65
2025 Q2	$363K	Buy	4,064 +1,046	+35%	+$89.2K	0.03%	60
2025 Q1	$247K	Sell	3,018 -529	-15%	-$42.7K	0.02%	82
2024 Q4	$270K	Buy	+3,547	New	+$282K	0.02%	59

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

True Link Financial Advisors's ESGD Position: Q2 2026 in Review

True Link Financial Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.6% in Q2 2026, selling an estimated $6.3K and leaving 3,806 shares worth $391K. The position accounts for 0.02% of the portfolio, ranked #63.

True Link Financial Advisors first reported a position in ESGD in Q4 2024 and has held it in 7 quarters since. 760 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

True Link Financial Advisors held 3,806 shares of iShares ESG Aware MSCI EAFE ETF worth $391K as of Q2 2026.
True Link Financial Advisors sold 62 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $6.3K.
iShares ESG Aware MSCI EAFE ETF made up 0.02% of True Link Financial Advisors's portfolio in Q2 2026, its #63 holding.
True Link Financial Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
760 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.