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

WealthCollab’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	$1.63M	Hold	15,817	–	–	0.59%	28
2026 Q1	$1.51M	Hold	15,817	–	–	0.62%	28
2025 Q4	$1.5M	Hold	15,817	–	–	0.62%	30
2025 Q3	$1.47M	Hold	15,817	–	–	0.67%	28
2025 Q2	$1.41M	Hold	15,817	–	–	0.79%	27
2025 Q1	$1.29M	Hold	15,817	–	–	0.8%	24
2024 Q4	$1.2M	Buy	15,817 +1,480	+10%	+$118K	0.77%	26
2024 Q3	$1.21M	Hold	14,337	–	–	0.79%	26
2024 Q2	$1.13M	Sell	14,337 -4	-0%	-$318	0.81%	28
2024 Q1	$1.15M	Hold	14,341	–	–	0.85%	26
2023 Q4	$1.08M	Buy	+14,341	New	+$1.02M	0.85%	27

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

WealthCollab's ESGD Position: Q2 2026 in Review

WealthCollab held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 15,817 shares worth $1.63M. The position accounts for 0.59% of the portfolio, ranked #28.

WealthCollab first reported a position in ESGD in Q4 2023 and has held it in 11 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

WealthCollab held 15,817 shares of iShares ESG Aware MSCI EAFE ETF worth $1.63M as of Q2 2026.
WealthCollab left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.59% of WealthCollab's portfolio in Q2 2026, its #28 holding.
WealthCollab first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.