Twin Peaks Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Twin Peaks Wealth 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 Q1	$36.7K	Buy	+384	New	+$38K	0.01%	514
2025 Q3	–	Sell	-355	Closed	-$32.2K	–	764
2025 Q2	$32.2K	Buy	+355	New	+$30.3K	0.01%	450

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Twin Peaks Wealth Advisors's ESGD Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2026: 384 shares worth $36.7K. The stake represents 0.01% of the portfolio and ranks #514 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in ESGD as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in ESGD in Q2 2025 and has held it in 2 quarters since. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Twin Peaks Wealth Advisors held 384 shares of iShares ESG Aware MSCI EAFE ETF worth $36.7K as of Q1 2026.
iShares ESG Aware MSCI EAFE ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #514 holding.
Twin Peaks Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2025 and has held it in 2 quarters since.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.