WA
ESGD icon

WBH Advisory’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

WBH Advisory’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 		$234K Sell
2,272
-433
-16% -$44K 0.02% 346
2026
Q1 		$263K Sell
2,705
-46
-2% -$4.55K 0.02% 317
2025
Q4 		$262K Sell
2,751
-117
-4% -$11K 0.02% 307
2025
Q3 		$267K Buy
2,868
+610
+27% +$55.2K 0.02% 305
2025
Q2 		$201K Buy
+2,258
New +$193K 0.02% 331
2022
Q1 		– Sell
-2,570
Closed -$204K – 317
2021
Q4 		$204K Buy
+2,570
New +$205K 0.02% 305

Other funds holding ESGD

TWIM
TIAA Wealth Investment Management New York $15B AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WBH Advisory's ESGD Position: Q2 2026 in Review

WBH Advisory reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 16% in Q2 2026, selling an estimated $44K and leaving 2,272 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #346.

WBH Advisory first reported a position in ESGD in Q4 2021 and has held it in 6 quarters since. The position peaked at $267K in Q3 2025. 574 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • WBH Advisory held 2,272 shares of iShares ESG Aware MSCI EAFE ETF worth $234K as of Q2 2026.
  • WBH Advisory sold 433 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $44K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.02% of WBH Advisory's portfolio in Q2 2026, its #346 holding.
  • WBH Advisory first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and has held it in 6 quarters since.
  • WBH Advisory's iShares ESG Aware MSCI EAFE ETF position peaked at $267K in Q3 2025.
  • 574 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.