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

Wealth Dimensions Group’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	$379K	Sell	3,690 -49	-1%	-$4.98K	0.07%	127
2026 Q1	$358K	Hold	3,739	–	–	0.07%	128
2025 Q4	$356K	Hold	3,739	–	–	0.07%	122
2025 Q3	$348K	Sell	3,739 -3,553	-49%	-$321K	0.07%	126
2025 Q2	$651K	Sell	7,292 -181	-2%	-$15.4K	0.14%	88
2025 Q1	$610K	Buy	7,473 +121	+2%	+$9.76K	0.15%	83
2024 Q4	$560K	Sell	7,352 -245	-3%	-$19.5K	0.14%	83
2024 Q3	$639K	Hold	7,597	–	–	0.16%	74
2024 Q2	$598K	Sell	7,597 -129	-2%	-$10.2K	0.17%	72
2024 Q1	$617K	Hold	7,726	–	–	0.18%	67
2023 Q4	$584K	Hold	7,726	–	–	0.18%	69
2023 Q3	$534K	Hold	7,726	–	–	0.19%	73
2023 Q2	$563K	Hold	7,726	–	–	0.21%	73
2023 Q1	$555K	Hold	7,726	–	–	0.21%	66
2022 Q4	$508K	Hold	7,726	–	–	0.21%	70
2022 Q3	$434K	Hold	7,726	–	–	0.21%	67
2022 Q2	$485K	Hold	7,726	–	–	0.23%	62
2022 Q1	$570K	Hold	7,726	–	–	0.26%	63
2021 Q4	$614K	Hold	7,726	–	–	0.3%	56
2021 Q3	$606K	Buy	+7,726	New	+$620K	0.39%	51

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Dimensions Group's ESGD Position: Q2 2026 in Review

Wealth Dimensions Group reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.3% in Q2 2026, selling an estimated $4.98K and leaving 3,690 shares worth $379K. The position accounts for 0.07% of the portfolio, ranked #127.

Wealth Dimensions Group first reported a position in ESGD in Q3 2021 and has held it in 20 quarters since. The position peaked at $651K in Q2 2025. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Wealth Dimensions Group held 3,690 shares of iShares ESG Aware MSCI EAFE ETF worth $379K as of Q2 2026.
Wealth Dimensions Group sold 49 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $4.98K.
iShares ESG Aware MSCI EAFE ETF made up 0.07% of Wealth Dimensions Group's portfolio in Q2 2026, its #127 holding.
Wealth Dimensions Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2021 and has held it in 20 quarters since.
Wealth Dimensions Group's iShares ESG Aware MSCI EAFE ETF position peaked at $651K in Q2 2025.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.