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United Capital Financial Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

United Capital 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
Q1 		$1.51M Sell
15,810
-105
-0.7% -$10.4K 0.01% 630
2025
Q4 		$1.51M Sell
15,915
-24
-0.2% -$2.26K 0.01% 612
2025
Q3 		$1.48M Buy
15,939
+3,624
+29% +$328K 0.01% 536
2025
Q2 		$1.1M Buy
12,315
+7,245
+143% +$618K 0.01% 564
2025
Q1 		$414K Hold
5,070
– – ﹤0.01% 803
2024
Q4 		$386K Buy
5,070
+42
+0.8% +$3.34K ﹤0.01% 802
2024
Q3 		$423K Buy
5,028
+51
+1% +$4.12K ﹤0.01% 771
2024
Q2 		$392K Sell
4,977
-2,435
-33% -$193K ﹤0.01% 775
2024
Q1 		$592K Buy
7,412
+2,315
+45% +$177K ﹤0.01% 695
2023
Q4 		$385K Sell
5,097
-818
-14% -$57.9K ﹤0.01% 795
2023
Q3 		$409K Sell
5,915
-4,890
-45% -$352K ﹤0.01% 679
2023
Q2 		$788K Sell
10,805
-543
-5% -$39.6K ﹤0.01% 598
2023
Q1 		$815K Sell
11,348
-301
-3% -$21.1K ﹤0.01% 628
2022
Q4 		$766K Buy
11,649
+2,508
+27% +$158K ﹤0.01% 678
2022
Q3 		$513K Buy
9,141
+1,677
+22% +$105K ﹤0.01% 755
2022
Q2 		$468K Buy
+7,464
New +$509K ﹤0.01% 815
2022
Q1 		– Sell
-2,662
Closed -$212K – 1175
2021
Q4 		$212K Buy
+2,662
New +$212K ﹤0.01% 1134
2021
Q2 		– Sell
-3,462
Closed -$263K – 1233
2021
Q1 		$263K Sell
3,462
-530
-13% -$39.9K ﹤0.01% 1024
2020
Q4 		$292K Buy
3,992
+57
+1% +$3.89K ﹤0.01% 1008
2020
Q3 		$250K Buy
3,935
+598
+18% +$38.2K ﹤0.01% 1011
2020
Q2 		$202K Buy
+3,337
New +$192K ﹤0.01% 1105
2020
Q1 		– Sell
-3,122
Closed -$215K – 1242
2019
Q4 		$215K Buy
+3,122
New +$208K ﹤0.01% 1258
2019
Q3 		– Sell
-4,719
Closed -$303K – 1367
2019
Q2 		$303K Buy
4,719
+776
+20% +$49.5K ﹤0.01% 1208
2019
Q1 		$249K Buy
+3,943
New +$242K ﹤0.01% 1199

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

United Capital Financial Advisors's ESGD Position: Q1 2026 in Review

United Capital Financial Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.66% in Q1 2026, selling an estimated $10.4K and leaving 15,810 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #630.

United Capital Financial Advisors first reported a position in ESGD in Q1 2019 and has held it in 24 quarters since. The position peaked at $1.51M in Q4 2025. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • United Capital Financial Advisors held 15,810 shares of iShares ESG Aware MSCI EAFE ETF worth $1.51M as of Q1 2026.
  • United Capital Financial Advisors sold 105 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $10.4K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #630 holding.
  • United Capital Financial Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2019 and has held it in 24 quarters since.
  • United Capital Financial Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $1.51M in Q4 2025.
  • 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.