UAS
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United Asset Strategies’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

United Asset Strategies’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 		$484K Buy
4,705
+1,073
+30% +$109K 0.03% 209
2026
Q1 		$347K Buy
3,632
+66
+2% +$6.53K 0.03% 215
2025
Q4 		$339K Sell
3,566
-161
-4% -$15.2K 0.03% 214
2025
Q3 		$347K Sell
3,727
-13
-0.3% -$1.18K 0.03% 211
2025
Q2 		$334K Sell
3,740
-59
-2% -$5.03K 0.03% 212
2025
Q1 		$310K Buy
3,799
+177
+5% +$14.3K 0.03% 208
2024
Q4 		$276K Sell
3,622
-234
-6% -$18.6K 0.03% 206
2024
Q3 		$325K Sell
3,856
-191
-5% -$15.4K 0.03% 198
2024
Q2 		$319K Sell
4,047
-23
-0.6% -$1.83K 0.03% 193
2024
Q1 		$325K Buy
4,070
+435
+12% +$33.3K 0.03% 199
2023
Q4 		$275K Buy
3,635
+242
+7% +$17.1K 0.03% 203
2023
Q3 		$235K Sell
3,393
-462
-12% -$33.3K 0.03% 211
2023
Q2 		$281K Sell
3,855
-704
-15% -$51.4K 0.04% 201
2023
Q1 		$485K Buy
4,559
+756
+20% +$53.1K 0.06% 179
2022
Q4 		$250K Buy
3,803
+185
+5% +$11.6K 0.03% 204
2022
Q3 		$203K Buy
3,618
+426
+13% +$26.7K 0.03% 196
2022
Q2 		$200K Buy
3,192
+124
+4% +$8.46K 0.03% 196
2022
Q1 		$226K Buy
3,068
+33
+1% +$2.48K 0.03% 191
2021
Q4 		$241K Buy
3,035
+282
+10% +$22.5K 0.03% 185
2021
Q3 		$216K Sell
2,753
-875
-24% -$70.2K 0.03% 190
2021
Q2 		$287K Sell
3,628
-274
-7% -$21.8K 0.04% 181
2021
Q1 		$296K Buy
3,902
+658
+20% +$49.6K 0.04% 175
2020
Q4 		$237K Buy
+3,244
New +$222K 0.04% 188

Other funds holding ESGD

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

United Asset Strategies's ESGD Position: Q2 2026 in Review

United Asset Strategies increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 30% in Q2 2026, buying an estimated $109K and bringing the position to 4,705 shares worth $484K. The position accounts for 0.03% of the portfolio, ranked #209.

United Asset Strategies first reported a position in ESGD in Q4 2020 and has held it in 23 quarters since. The position peaked at $485K in Q1 2023. 262 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • United Asset Strategies held 4,705 shares of iShares ESG Aware MSCI EAFE ETF worth $484K as of Q2 2026.
  • United Asset Strategies bought 1,073 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $109K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.03% of United Asset Strategies's portfolio in Q2 2026, its #209 holding.
  • United Asset Strategies first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • United Asset Strategies's iShares ESG Aware MSCI EAFE ETF position peaked at $485K in Q1 2023.
  • 262 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.