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Wealth Enhancement Trust Services’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Wealth Enhancement Trust Services’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 		$605K Sell
5,885
-742
-11% -$75.4K 0.07% 193
2026
Q1 		$634K Buy
6,627
+523
+9% +$51.7K 0.08% 193
2025
Q4 		$580K Buy
+6,104
New +$575K 0.07% 190

Other funds holding ESGD

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
TWIM
TIAA Wealth Investment Management New York $15B AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Wealth Enhancement Trust Services's ESGD Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 11% in Q2 2026, selling an estimated $75.4K and leaving 5,885 shares worth $605K. The position accounts for 0.07% of the portfolio, ranked #193.

Wealth Enhancement Trust Services first reported a position in ESGD in Q4 2025 and has held it in 3 quarters since. The position peaked at $634K in Q1 2026. 623 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Wealth Enhancement Trust Services held 5,885 shares of iShares ESG Aware MSCI EAFE ETF worth $605K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 742 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $75.4K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.07% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #193 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's iShares ESG Aware MSCI EAFE ETF position peaked at $634K in Q1 2026.
  • 623 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.