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Walkner Condon Financial Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Walkner Condon 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
Q2 		$946K Sell
9,202
-8
-0.1% -$813 0.11% 127
2026
Q1 		$881K Buy
9,210
+925
+11% +$91.5K 0.12% 126
2025
Q4 		$788K Buy
8,285
+8
+0.1% +$754 0.11% 131
2025
Q3 		$770K Buy
8,277
+105
+1% +$9.5K 0.12% 126
2025
Q2 		$729K Sell
8,172
-223
-3% -$19K 0.13% 119
2025
Q1 		$686K Buy
8,395
+400
+5% +$32.3K 0.14% 117
2024
Q4 		$609K Sell
7,995
-68
-0.8% -$5.41K 0.12% 139
2024
Q3 		$679K Sell
8,063
-2
-0% -$162 0.14% 127
2024
Q2 		$635K Sell
8,065
-244
-3% -$19.4K 0.14% 122
2024
Q1 		$664K Buy
8,309
+232
+3% +$17.8K 0.14% 126
2023
Q4 		$610K Buy
8,077
+976
+14% +$69.1K 0.14% 128
2023
Q3 		$491K Buy
7,101
+69
+1% +$4.97K 0.13% 135
2023
Q2 		$513K Hold
7,032
– – 0.14% 131
2023
Q1 		$505K Buy
7,032
+45
+0.6% +$3.16K 0.14% 131
2022
Q4 		$459K Buy
6,987
+479
+7% +$30.1K 0.14% 134
2022
Q3 		$365K Buy
6,508
+664
+11% +$41.6K 0.12% 143
2022
Q2 		$367K Sell
5,844
-764
-12% -$52.1K 0.11% 153
2022
Q1 		$487K Buy
6,608
+2,247
+52% +$169K 0.14% 131
2021
Q4 		$347K Sell
4,361
-2,991
-41% -$238K 0.23% 91
2021
Q3 		$577K Buy
7,352
+78
+1% +$6.26K 0.28% 77
2021
Q2 		$575K Sell
7,274
-54
-0.7% -$4.3K 0.21% 87
2021
Q1 		$556K Sell
7,328
-247
-3% -$18.6K 0.22% 89
2020
Q4 		$553K Buy
7,575
+733
+11% +$50.1K 0.24% 77
2020
Q3 		$434K Buy
6,842
+3,510
+105% +$224K 0.23% 76
2020
Q2 		$202K Sell
3,332
-721
-18% -$41.4K 0.18% 59
2020
Q1 		$215K Sell
4,053
-3,210
-44% -$202K 0.23% 48
2019
Q4 		$499K Buy
+7,263
New +$484K 0.48% 36

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

Walkner Condon Financial Advisors's ESGD Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.09% in Q2 2026, selling an estimated $813 and leaving 9,202 shares worth $946K. The position accounts for 0.11% of the portfolio, ranked #127.

Walkner Condon Financial Advisors first reported a position in ESGD in Q4 2019 and has held it in 27 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Walkner Condon Financial Advisors held 9,202 shares of iShares ESG Aware MSCI EAFE ETF worth $946K as of Q2 2026.
  • Walkner Condon Financial Advisors sold 8 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $813.
  • iShares ESG Aware MSCI EAFE ETF made up 0.11% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #127 holding.
  • Walkner Condon Financial Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.