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Veridan Wealth’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Veridan Wealth’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 		$4.52M Buy
43,954
+2,518
+6% +$256K 1.54% 20
2026
Q1 		$3.96M Buy
41,436
+1,049
+3% +$104K 1.47% 22
2025
Q4 		$3.84M Buy
40,387
+744
+2% +$70.1K 1.29% 22
2025
Q3 		$3.69M Buy
+39,643
New +$3.59M 1.27% 22
2025
Q1 		$3.42M Sell
41,926
-2,487
-6% -$201K 1.55% 19
2024
Q4 		$3.49M Buy
+44,413
New +$3.53M 1.63% 19
2024
Q2 		$3.54M Buy
+39,696
New +$3.15M 1.42% 21

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

Veridan Wealth's ESGD Position: Q2 2026 in Review

Veridan Wealth increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 6.1% in Q2 2026, buying an estimated $256K and bringing the position to 43,954 shares worth $4.52M. The position accounts for 1.54% of the portfolio, ranked #20.

Veridan Wealth first reported a position in ESGD in Q2 2024 and has held it in 7 quarters since. 759 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Veridan Wealth held 43,954 shares of iShares ESG Aware MSCI EAFE ETF worth $4.52M as of Q2 2026.
  • Veridan Wealth bought 2,518 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $256K.
  • iShares ESG Aware MSCI EAFE ETF made up 1.54% of Veridan Wealth's portfolio in Q2 2026, its #20 holding.
  • Veridan Wealth first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2024 and has held it in 7 quarters since.
  • 759 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.