Wealthspire Advisors (New York)’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Wealthspire Advisors (New York)’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	$10.9M	Buy	105,989 +4,526	+4%	+$460K	0.06%	165
2026 Q1	$9.7M	Sell	101,463 -17,175	-14%	-$1.7M	0.08%	116
2025 Q4	$11.3M	Buy	118,638 +5,388	+5%	+$508K	0.09%	107
2025 Q3	$10.5M	Sell	113,250 -4,064	-3%	-$368K	0.06%	110
2025 Q2	$10.5M	Sell	117,314 -1,311	-1%	-$112K	0.06%	110
2025 Q1	$9.69M	Sell	118,625 -1,055	-0.9%	-$85.1K	0.06%	115
2024 Q4	$9.11M	Sell	119,680 -862	-0.7%	-$68.6K	0.09%	107
2024 Q3	$10.1M	Buy	120,542 +114,334	+1,842%	+$9.24M	0.1%	100
2024 Q2	$489K	Buy	6,208 +15	+0.2%	+$1.19K	0.01%	440
2024 Q1	$495K	Buy	6,193 +57	+0.9%	+$4.37K	0.01%	429
2023 Q4	$464K	Sell	6,136 -297	-5%	-$21K	0.01%	428
2023 Q3	$445K	Buy	6,433 +89	+1%	+$6.41K	0.01%	413
2023 Q2	$463K	Buy	6,344 +191	+3%	+$13.9K	0.01%	376
2023 Q1	$442K	Sell	6,153 -898	-13%	-$63K	0.01%	372
2022 Q4	$464K	Sell	7,051 -1,021	-13%	-$64.1K	0.01%	379
2022 Q3	$453K	Buy	8,072 +2,924	+57%	+$183K	0.01%	351
2022 Q2	$323K	Buy	5,148 +34	+0.7%	+$2.32K	0.01%	384
2022 Q1	$377K	Sell	5,114 -1,896	-27%	-$143K	0.01%	317
2021 Q4	$557K	Buy	7,010 +760	+12%	+$60.5K	0.01%	306
2021 Q3	$490K	Buy	+6,250	New	+$502K	0.01%	359
2021 Q2	–	Sell	-4,482	Closed	-$340K	–	471
2021 Q1	$340K	Buy	+4,482	New	+$338K	0.01%	515
2019 Q1	–	Sell	-380	Closed	-$22K	–	281
2018 Q4	$22K	Buy	+380	New	+$23.1K	﹤0.01%	319

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

Wealthspire Advisors (New York)'s ESGD Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 4.5% in Q2 2026, buying an estimated $460K and bringing the position to 105,989 shares worth $10.9M. The position accounts for 0.06% of the portfolio, ranked #165.

Wealthspire Advisors (New York) first reported a position in ESGD in Q4 2018 and has held it in 22 quarters since. The position peaked at $11.3M in Q4 2025. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Wealthspire Advisors (New York) held 105,989 shares of iShares ESG Aware MSCI EAFE ETF worth $10.9M as of Q2 2026.
Wealthspire Advisors (New York) bought 4,526 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $460K.
iShares ESG Aware MSCI EAFE ETF made up 0.06% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #165 holding.
Wealthspire Advisors (New York) first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2018 and has held it in 22 quarters since.
Wealthspire Advisors (New York)'s iShares ESG Aware MSCI EAFE ETF position peaked at $11.3M in Q4 2025.
757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.