WA
ESGD icon

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

Wealth Alliance’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 		$274K Sell
2,664
-1,311
-33% -$133K 0.02% 479
2026
Q1 		$380K Buy
3,975
+166
+4% +$16.4K 0.04% 362
2025
Q4 		$362K Sell
3,809
-501
-12% -$47.2K 0.04% 385
2025
Q3 		$401K Buy
4,310
+302
+8% +$27.3K 0.04% 351
2025
Q2 		$358K Buy
+4,008
New +$342K 0.04% 360
2023
Q4 		– Sell
-8,928
Closed -$617K – 519
2023
Q3 		$617K Sell
8,928
-1,349
-13% -$97.1K 0.1% 202
2023
Q2 		$750K Sell
10,277
-249
-2% -$18.2K 0.11% 184
2023
Q1 		$756K Buy
10,526
+4,781
+83% +$336K 0.12% 179
2022
Q4 		$378K Sell
5,745
-155
-3% -$9.73K 0.07% 286
2022
Q3 		$331K Sell
5,900
-5,074
-46% -$318K 0.07% 297
2022
Q2 		$689K Buy
10,974
+2,819
+35% +$192K 0.13% 168
2022
Q1 		$601K Sell
8,155
-3,143
-28% -$237K 0.12% 185
2021
Q4 		$898K Sell
11,298
-493
-4% -$39.3K 0.18% 124
2021
Q3 		$924K Buy
11,791
+3,607
+44% +$290K 0.21% 107
2021
Q2 		$647K Buy
+8,184
New +$651K 0.15% 155

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

Wealth Alliance's ESGD Position: Q2 2026 in Review

Wealth Alliance reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 33% in Q2 2026, selling an estimated $133K and leaving 2,664 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #479.

Wealth Alliance first reported a position in ESGD in Q2 2021 and has held it in 15 quarters since. The position peaked at $924K in Q3 2021. 759 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Wealth Alliance held 2,664 shares of iShares ESG Aware MSCI EAFE ETF worth $274K as of Q2 2026.
  • Wealth Alliance sold 1,311 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $133K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.02% of Wealth Alliance's portfolio in Q2 2026, its #479 holding.
  • Wealth Alliance first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2021 and has held it in 15 quarters since.
  • Wealth Alliance's iShares ESG Aware MSCI EAFE ETF position peaked at $924K in Q3 2021.
  • 759 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.