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

Wealth Advisory Team’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 		$3.46M Buy
+33,679
New +$3.42M 2.81% 12
2025
Q4 		$2.62M Buy
+27,510
New +$2.59M 2.31% 13
2025
Q2 		$2.51M Buy
+28,079
New +$2.39M 2.34% 13

Other funds holding ESGD

TWIM
TIAA Wealth Investment Management New York $15B AUM
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealth Advisory Team's ESGD Position: Q2 2026 in Review

Wealth Advisory Team opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026: 33,679 shares worth $3.46M. The stake represents 2.81% of the portfolio and ranks #12 among its holdings. This is a return to the name: Wealth Advisory Team previously reported a position in ESGD as recently as Q4 2025.

Wealth Advisory Team first reported a position in ESGD in Q2 2025 and has held it in 3 quarters since. 566 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Wealth Advisory Team held 33,679 shares of iShares ESG Aware MSCI EAFE ETF worth $3.46M as of Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF was a new Wealth Advisory Team position in Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 2.81% of Wealth Advisory Team's portfolio in Q2 2026, its #12 holding.
  • Wealth Advisory Team first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2025 and has held it in 3 quarters since.
  • 566 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Wealth Advisory Team's 13F filing for Q2 2026, filed 23 Jul 2026.