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Welch & Forbes’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Welch & Forbes’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 		$246K Sell
2,396
-142
-6% -$14.4K ﹤0.01% 360
2026
Q1 		$243K Hold
2,538
– – ﹤0.01% 346
2025
Q4 		$241K Sell
2,538
-67
-3% -$6.32K ﹤0.01% 352
2025
Q3 		$242K Hold
2,605
– – ﹤0.01% 356
2025
Q2 		$232K Buy
2,605
+152
+6% +$13K ﹤0.01% 359
2025
Q1 		$200K Buy
+2,453
New +$198K ﹤0.01% 365

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Welch & Forbes's ESGD Position: Q2 2026 in Review

Welch & Forbes reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 5.6% in Q2 2026, selling an estimated $14.4K and leaving 2,396 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Welch & Forbes first reported a position in ESGD in Q1 2025 and has held it in 6 quarters since. 755 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Welch & Forbes held 2,396 shares of iShares ESG Aware MSCI EAFE ETF worth $246K as of Q2 2026.
  • Welch & Forbes sold 142 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $14.4K.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Welch & Forbes's portfolio in Q2 2026, its #360 holding.
  • Welch & Forbes first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
  • 755 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.