Wealth Alliance
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
Q3 		$383K Buy
3,712
+1,048
+39% +$110K 0.03% 369
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% -$9.7K 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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Wealth Alliance's ESGD Position: Q3 2026 in Review

Wealth Alliance increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 39% in Q3 2026, buying an estimated $110K and bringing the position to 3,712 shares worth $383K. The position accounts for 0.03% of the portfolio, ranked #369.

Wealth Alliance first reported a position in ESGD in Q2 2021 and has held it in 16 quarters since. The position peaked at $924K in Q3 2021. 689 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Wealth Alliance held 3,712 shares of iShares ESG Aware MSCI EAFE ETF worth $383K as of Q3 2026.
  • Wealth Alliance bought 1,048 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $110K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.03% of Wealth Alliance's portfolio in Q3 2026, its #369 holding.
  • Wealth Alliance first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2021 and has held it in 16 quarters since.
  • Wealth Alliance's iShares ESG Aware MSCI EAFE ETF position peaked at $924K in Q3 2021.
  • 689 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.