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

Wealth Architects’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 		$13.6M Buy
132,123
+1,065
+0.8% +$108K 1.07% 25
2026
Q1 		$12.5M Buy
131,058
+1,772
+1% +$175K 1.12% 24
2025
Q4 		$12.3M Buy
129,286
+11,832
+10% +$1.12M 1.11% 25
2025
Q3 		$10.9M Buy
117,454
+540
+0.5% +$48.9K 1.03% 27
2025
Q2 		$10.4M Buy
116,914
+10,689
+10% +$911K 1.06% 26
2025
Q1 		$8.68M Buy
106,225
+1,762
+2% +$142K 0.96% 25
2024
Q4 		$7.95M Buy
104,463
+5,808
+6% +$462K 0.9% 26
2024
Q3 		$8.3M Buy
98,655
+6,761
+7% +$546K 0.94% 26
2024
Q2 		$7.24M Buy
91,894
+20,681
+29% +$1.64M 0.88% 27
2024
Q1 		$5.69M Sell
71,213
-888
-1% -$68K 0.75% 27
2023
Q4 		$5.45M Sell
72,101
-377
-0.5% -$26.7K 0.76% 27
2023
Q3 		$5.01M Buy
72,478
+2,334
+3% +$168K 0.85% 26
2023
Q2 		$5.12M Buy
70,144
+4,631
+7% +$338K 0.84% 24
2023
Q1 		$4.71M Buy
65,513
+1,266
+2% +$88.9K 0.83% 23
2022
Q4 		$4.22M Sell
64,247
-2,333
-4% -$147K 0.8% 24
2022
Q3 		$3.74M Buy
66,580
+35,013
+111% +$2.19M 0.78% 25
2022
Q2 		$1.98M Buy
31,567
+21,239
+206% +$1.45M 0.39% 36
2022
Q1 		$761K Sell
10,328
-3,798
-27% -$286K 0.13% 68
2021
Q4 		$1.12M Buy
+14,126
New +$1.12M 0.2% 51

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 Architects's ESGD Position: Q2 2026 in Review

Wealth Architects increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.81% in Q2 2026, buying an estimated $108K and bringing the position to 132,123 shares worth $13.6M. The position accounts for 1.07% of the portfolio, ranked #25.

Wealth Architects first reported a position in ESGD in Q4 2021 and has held it in 19 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Wealth Architects held 132,123 shares of iShares ESG Aware MSCI EAFE ETF worth $13.6M as of Q2 2026.
  • Wealth Architects bought 1,065 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $108K.
  • iShares ESG Aware MSCI EAFE ETF made up 1.07% of Wealth Architects's portfolio in Q2 2026, its #25 holding.
  • Wealth Architects first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

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