Vanguard Personalized Indexing Management
ESGD icon

Vanguard Personalized Indexing Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Vanguard Personalized Indexing Management’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 		$649K Sell
6,310
-10,070
-61% -$1.02M 0.01% 1238
2026
Q1 		$1.57M Buy
+16,380
New +$1.62M 0.02% 714

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

Vanguard Personalized Indexing Management's ESGD Position: Q2 2026 in Review

Vanguard Personalized Indexing Management reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 61% in Q2 2026, selling an estimated $1.02M and leaving 6,310 shares worth $649K. The position accounts for 0.01% of the portfolio, ranked #1238.

Vanguard Personalized Indexing Management first reported a position in ESGD in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.57M in Q1 2026. 755 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Vanguard Personalized Indexing Management held 6,310 shares of iShares ESG Aware MSCI EAFE ETF worth $649K as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 10,070 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $1.02M.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1238 holding.
  • Vanguard Personalized Indexing Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Personalized Indexing Management's iShares ESG Aware MSCI EAFE ETF position peaked at $1.57M in Q1 2026.
  • 755 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.