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

Wealth Management Nebraska’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	$320K	Hold	3,111	–	–	0.03%	83
2026 Q1	$297K	Hold	3,111	–	–	0.03%	81
2025 Q4	$296K	Hold	3,111	–	–	0.03%	77
2025 Q3	$289K	Hold	3,111	–	–	0.03%	75
2025 Q2	$277K	Hold	3,111	–	–	0.04%	67
2025 Q1	$254K	Buy	+3,111	New	+$251K	0.04%	61

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 Management Nebraska's ESGD Position: Q2 2026 in Review

Wealth Management Nebraska held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 3,111 shares worth $320K. The position accounts for 0.03% of the portfolio, ranked #83.

Wealth Management Nebraska first reported a position in ESGD in Q1 2025 and has held it in 6 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Wealth Management Nebraska held 3,111 shares of iShares ESG Aware MSCI EAFE ETF worth $320K as of Q2 2026.
Wealth Management Nebraska left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.03% of Wealth Management Nebraska's portfolio in Q2 2026, its #83 holding.
Wealth Management Nebraska first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Wealth Management Nebraska's 13F filing for Q2 2026, filed 27 Jul 2026.