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Waverly Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Waverly 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 		$731K Buy
7,113
+1
+0% +$102 ﹤0.01% 1006
2026
Q1 		$680K Hold
7,112
– – 0.01% 945
2025
Q4 		$676K Buy
7,112
+161
+2% +$15.2K 0.01% 889
2025
Q3 		$646K Sell
6,951
-20
-0.3% -$1.81K 0.01% 769
2025
Q2 		$622K Buy
6,971
+40
+0.6% +$3.41K 0.01% 746
2025
Q1 		$566K Buy
+6,931
New +$559K 0.01% 737
2024
Q4 		– Sell
-2,466
Closed -$208K – 993
2024
Q3 		$208K Sell
2,466
-170
-6% -$13.7K ﹤0.01% 767
2024
Q2 		$208K Buy
+2,636
New +$209K ﹤0.01% 759

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

Waverly Advisors's ESGD Position: Q2 2026 in Review

Waverly Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.01% in Q2 2026, buying an estimated $102 and bringing the position to 7,113 shares worth $731K. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

Waverly Advisors first reported a position in ESGD in Q2 2024 and has held it in 8 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Waverly Advisors held 7,113 shares of iShares ESG Aware MSCI EAFE ETF worth $731K as of Q2 2026.
  • Waverly Advisors bought 1 iShares ESG Aware MSCI EAFE ETF share in Q2 2026, an estimated $102.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1006 holding.
  • Waverly Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2024 and has held it in 8 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.