VNA
ESGD icon

Valley National Advisers’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Valley National Advisers’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 		$487K Sell
4,740
-2
-0% -$203 0.05% 181
2026
Q1 		$453K Buy
4,742
+1
+0% +$99 0.06% 182
2025
Q4 		$450K Sell
4,741
-77
-2% -$7.26K 0.06% 181
2025
Q3 		$448K Buy
4,818
+629
+15% +$56.9K 0.07% 171
2025
Q2 		$373K Buy
4,189
+141
+3% +$12K 0.06% 184
2025
Q1 		$330K Buy
4,048
+147
+4% +$11.9K 0.06% 194
2024
Q4 		$296K Sell
3,901
-179
-4% -$14.2K 0.05% 198
2024
Q3 		$343K Sell
4,080
-1,222
-23% -$98.7K 0.06% 196
2024
Q2 		$417K Sell
5,302
-16
-0.3% -$1.27K 0.06% 176
2024
Q1 		$424K Buy
5,318
+279
+6% +$21.4K 0.06% 173
2023
Q4 		$380K Buy
5,039
+343
+7% +$24.3K 0.06% 183
2023
Q3 		$325K Sell
4,696
-143
-3% -$10.3K 0.06% 201
2023
Q2 		$353K Sell
4,839
-180
-4% -$13.1K 0.06% 199
2023
Q1 		$372K Sell
5,019
-100
-2% -$7.02K 0.07% 195
2022
Q4 		$355K Sell
5,119
-341
-6% -$21.4K 0.06% 200
2022
Q3 		$317K Sell
5,460
-419
-7% -$26.3K 0.07% 203
2022
Q2 		$368K Buy
5,879
+242
+4% +$16.5K 0.08% 177
2022
Q1 		$416K Buy
5,637
+129
+2% +$9.71K 0.08% 177
2021
Q4 		$438K Buy
5,508
+853
+18% +$67.9K 0.08% 169
2021
Q3 		$365K Buy
4,655
+1,773
+62% +$142K 0.07% 177
2021
Q2 		$228K Buy
2,882
+70
+2% +$5.57K 0.04% 209
2021
Q1 		$213K Buy
2,812
+1,181
+72% +$88.9K 0.04% 210
2020
Q4 		$119K Buy
1,631
+190
+13% +$13K 0.03% 240
2020
Q3 		$91K Buy
1,441
+599
+71% +$38.2K 0.02% 234
2020
Q2 		$51K Hold
842
– – 0.01% 296
2020
Q1 		$45K Buy
842
+35
+4% +$2.2K 0.01% 297
2019
Q4 		$55K Sell
807
-30
-4% -$2K 0.01% 304
2019
Q3 		$54K Buy
837
+607
+264% +$38.4K 0.01% 299
2019
Q2 		$15K Hold
230
– – ﹤0.01% 437
2019
Q1 		$15K Buy
+230
New +$14.1K ﹤0.01% 430

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Valley National Advisers's ESGD Position: Q2 2026 in Review

Valley National Advisers reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.04% in Q2 2026, selling an estimated $203 and leaving 4,740 shares worth $487K. The position accounts for 0.05% of the portfolio, ranked #181.

Valley National Advisers first reported a position in ESGD in Q1 2019 and has held it in 30 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Valley National Advisers held 4,740 shares of iShares ESG Aware MSCI EAFE ETF worth $487K as of Q2 2026.
  • Valley National Advisers sold 2 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $203.
  • iShares ESG Aware MSCI EAFE ETF made up 0.05% of Valley National Advisers's portfolio in Q2 2026, its #181 holding.
  • Valley National Advisers first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2019 and has held it in 30 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.