Umpqua Bank’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Umpqua Bank’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	$254K	Hold	2,469	–	–	0.06%	148
2026 Q1	$236K	Hold	2,469	–	–	0.07%	147
2025 Q4	$235K	Hold	2,469	–	–	0.07%	147
2025 Q3	$231K	Buy	2,469 +35	+1%	+$3.17K	0.06%	152
2025 Q2	$216K	Buy	+2,434	New	+$208K	0.07%	161
2024 Q4	–	Sell	-2,434	Closed	-$205K	–	160
2024 Q3	$205K	Sell	2,434 -4,000	-62%	-$323K	0.08%	151
2024 Q2	$507K	Hold	6,434	–	–	0.2%	102
2024 Q1	$514K	Buy	+6,434	New	+$493K	0.21%	98

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

Umpqua Bank's ESGD Position: Q2 2026 in Review

Umpqua Bank held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 2,469 shares worth $254K. The position accounts for 0.06% of the portfolio, ranked #148.

Umpqua Bank first reported a position in ESGD in Q1 2024 and has held it in 8 quarters since. The position peaked at $514K in Q1 2024. 745 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Umpqua Bank held 2,469 shares of iShares ESG Aware MSCI EAFE ETF worth $254K as of Q2 2026.
Umpqua Bank left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.06% of Umpqua Bank's portfolio in Q2 2026, its #148 holding.
Umpqua Bank first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2024 and has held it in 8 quarters since.
Umpqua Bank's iShares ESG Aware MSCI EAFE ETF position peaked at $514K in Q1 2024.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.