WFAG
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Wescott Financial Advisory Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Wescott Financial Advisory Group’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 		$1.44M Sell
14,039
-17
-0.1% -$1.73K 0.11% 84
2026
Q1 		$1.34M Sell
14,056
-141
-1% -$14K 0.12% 83
2025
Q4 		$1.35M Buy
14,197
+1,132
+9% +$107K 0.12% 82
2025
Q3 		$1.21M Buy
13,065
+794
+6% +$71.8K 0.11% 82
2025
Q2 		$1.09M Buy
12,271
+1,733
+16% +$148K 0.1% 84
2025
Q1 		$861K Sell
10,538
-2,914
-22% -$235K 0.09% 86
2024
Q4 		$1.02M Buy
13,452
+1,225
+10% +$97.5K 0.11% 82
2024
Q3 		$1.03M Sell
12,227
-12
-0.1% -$970 0.11% 83
2024
Q2 		$964K Buy
12,239
+2,372
+24% +$188K 0.11% 82
2024
Q1 		$788K Buy
9,867
+3,156
+47% +$242K 0.1% 85
2023
Q4 		$507K Buy
6,711
+241
+4% +$17.1K 0.07% 105
2023
Q3 		$447K Buy
6,470
+776
+14% +$55.9K 0.08% 104
2023
Q2 		$415K Buy
5,694
+212
+4% +$15.5K 0.07% 107
2023
Q1 		$394K Sell
5,482
-4,009
-42% -$281K 0.09% 107
2022
Q4 		$624K Buy
9,491
+2,922
+44% +$184K 0.13% 79
2022
Q3 		$369K Buy
6,569
+204
+3% +$12.8K 0.1% 100
2022
Q2 		$399K Buy
6,365
+732
+13% +$50K 0.11% 90
2022
Q1 		$415K Buy
5,633
+381
+7% +$28.7K 0.11% 90
2021
Q4 		$417K Buy
5,252
+747
+17% +$59.5K 0.21% 47
2021
Q3 		$353K Buy
4,505
+294
+7% +$23.6K 0.2% 47
2021
Q2 		$335K Buy
4,211
+585
+16% +$46.6K 0.2% 49
2021
Q1 		$275K Buy
3,626
+766
+27% +$57.7K 0.18% 52
2020
Q4 		$209K Buy
+2,860
New +$195K 0.15% 53

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

Wescott Financial Advisory Group's ESGD Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.12% in Q2 2026, selling an estimated $1.73K and leaving 14,039 shares worth $1.44M. The position accounts for 0.11% of the portfolio, ranked #84.

Wescott Financial Advisory Group first reported a position in ESGD in Q4 2020 and has held it in 23 quarters since. 758 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Wescott Financial Advisory Group held 14,039 shares of iShares ESG Aware MSCI EAFE ETF worth $1.44M as of Q2 2026.
  • Wescott Financial Advisory Group sold 17 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $1.73K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.11% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #84 holding.
  • Wescott Financial Advisory Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.