Werba Rubin Papier Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Werba Rubin Papier Wealth Management’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	$1.55M	Sell	15,108 -606	-4%	-$61.6K	0.19%	67
2026 Q1	$1.5M	Buy	15,714 +4,442	+39%	+$440K	0.21%	62
2025 Q4	$1.07M	Sell	11,272 -1,427	-11%	-$135K	0.29%	60
2025 Q3	$1.18M	Sell	12,699 -800	-6%	-$72.4K	0.19%	69
2025 Q2	$1.2M	Sell	13,499 -18	-0.1%	-$1.53K	0.23%	65
2025 Q1	$1.1M	Buy	13,517 +54	+0.4%	+$4.36K	0.24%	60
2024 Q4	$1.03M	Sell	13,463 -10	-0.1%	-$796	0.24%	60
2024 Q3	$1.13M	Sell	13,473 -875	-6%	-$70.7K	0.27%	56
2024 Q2	$1.13M	Buy	14,348 +10,412	+265%	+$827K	0.31%	53
2024 Q1	$315K	Buy	+3,936	New	+$302K	0.09%	105

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

Werba Rubin Papier Wealth Management's ESGD Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 3.9% in Q2 2026, selling an estimated $61.6K and leaving 15,108 shares worth $1.55M. The position accounts for 0.19% of the portfolio, ranked #67.

Werba Rubin Papier Wealth Management first reported a position in ESGD in Q1 2024 and has held it in 10 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Werba Rubin Papier Wealth Management held 15,108 shares of iShares ESG Aware MSCI EAFE ETF worth $1.55M as of Q2 2026.
Werba Rubin Papier Wealth Management sold 606 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $61.6K.
iShares ESG Aware MSCI EAFE ETF made up 0.19% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #67 holding.
Werba Rubin Papier Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.