Western Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Western 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	$1.63M	Buy	15,874 +4,325	+37%	+$439K	0.05%	350
2026 Q1	$1.1M	Sell	11,549 -171	-1%	-$16.9K	0.04%	416
2025 Q4	$1.11M	Buy	11,720 +2,978	+34%	+$281K	0.05%	317
2025 Q3	$813K	Hold	8,742	–	–	0.04%	342
2025 Q2	$780K	Buy	8,742 +58	+0.7%	+$4.95K	0.05%	319
2025 Q1	$709K	Buy	8,684 +314	+4%	+$25.3K	0.05%	312
2024 Q4	$637K	Sell	8,370 -257	-3%	-$20.4K	0.03%	389
2024 Q3	$726K	Buy	8,627 +122	+1%	+$9.86K	0.04%	362
2024 Q2	$670K	Buy	8,505 +432	+5%	+$34.3K	0.05%	296
2024 Q1	$645K	Buy	8,073 +408	+5%	+$31.3K	0.05%	312
2023 Q4	$579K	Buy	+7,665	New	+$543K	0.04%	373
2022 Q4	–	Sell	-4,142	Closed	-$233K	–	652
2022 Q3	$233K	Sell	4,142 -958	-19%	-$60.1K	0.01%	709
2022 Q2	$319K	Buy	5,100 +431	+9%	+$29.4K	0.02%	591
2022 Q1	$344K	Buy	+4,669	New	+$352K	0.02%	628

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

Western Wealth Management's ESGD Position: Q2 2026 in Review

Western Wealth Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 37% in Q2 2026, buying an estimated $439K and bringing the position to 15,874 shares worth $1.63M. The position accounts for 0.05% of the portfolio, ranked #350.

Western Wealth Management first reported a position in ESGD in Q1 2022 and has held it in 14 quarters since. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Western Wealth Management held 15,874 shares of iShares ESG Aware MSCI EAFE ETF worth $1.63M as of Q2 2026.
Western Wealth Management bought 4,325 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $439K.
iShares ESG Aware MSCI EAFE ETF made up 0.05% of Western Wealth Management's portfolio in Q2 2026, its #350 holding.
Western Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2022 and has held it in 14 quarters since.
757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.