WLIM
ESGD icon

White Lighthouse Investment Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

White Lighthouse Investment 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 		$1.85M Buy
18,035
+506
+3% +$51.4K 0.23% 54
2026
Q1 		$1.68M Buy
17,529
+65
+0.4% +$6.43K 0.23% 55
2025
Q4 		$1.66M Sell
17,464
-1,995
-10% -$188K 0.23% 57
2025
Q3 		$1.81M Buy
19,459
+349
+2% +$31.6K 0.28% 50
2025
Q2 		$1.7M Sell
19,110
-16
-0.1% -$1.36K 0.28% 52
2025
Q1 		$1.56M Sell
19,126
-828
-4% -$66.8K 0.28% 50
2024
Q4 		$1.52M Buy
19,954
+512
+3% +$40.7K 0.27% 56
2024
Q3 		$1.64M Buy
19,442
+572
+3% +$46.2K 0.29% 50
2024
Q2 		$1.49M Buy
18,870
+32
+0.2% +$2.54K 0.29% 52
2024
Q1 		$1.51M Buy
18,838
+1,554
+9% +$119K 0.31% 50
2023
Q4 		$1.31M Buy
17,284
+109
+0.6% +$7.72K 0.29% 57
2023
Q3 		$1.19M Buy
17,175
+656
+4% +$47.2K 0.29% 57
2023
Q2 		$1.2M Buy
16,519
+640
+4% +$46.7K 0.29% 53
2023
Q1 		$1.14M Sell
15,879
-3,380
-18% -$237K 0.29% 55
2022
Q4 		$1.27M Sell
19,259
-3,907
-17% -$245K 0.34% 50
2022
Q3 		$1.3M Buy
23,166
+1,446
+7% +$90.6K 0.38% 47
2022
Q2 		$1.36M Sell
21,720
-3,015
-12% -$206K 0.39% 47
2022
Q1 		$1.82M Buy
24,735
+384
+2% +$28.9K 0.46% 42
2021
Q4 		$1.94M Buy
24,351
+1,175
+5% +$93.6K 0.48% 41
2021
Q3 		$1.82M Buy
23,176
+1,920
+9% +$154K 0.49% 42
2021
Q2 		$1.68M Buy
21,256
+1,325
+7% +$105K 0.46% 47
2021
Q1 		$1.51M Buy
19,931
+575
+3% +$43.3K 0.46% 46
2020
Q4 		$1.41M Sell
19,356
-601
-3% -$41K 0.45% 48
2020
Q3 		$1.27M Buy
19,957
+4,143
+26% +$264K 0.44% 50
2020
Q2 		$958K Sell
15,814
-709
-4% -$40.7K 0.35% 57
2020
Q1 		$878K Buy
16,523
+10,158
+160% +$639K 0.37% 52
2019
Q4 		$438K Buy
6,365
+1,590
+33% +$106K 0.16% 85
2019
Q3 		$306K Buy
4,775
+885
+23% +$56K 0.12% 104
2019
Q2 		$250K Buy
+3,890
New +$248K 0.1% 115

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

White Lighthouse Investment Management's ESGD Position: Q2 2026 in Review

White Lighthouse Investment Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2.9% in Q2 2026, buying an estimated $51.4K and bringing the position to 18,035 shares worth $1.85M. The position accounts for 0.23% of the portfolio, ranked #54.

White Lighthouse Investment Management first reported a position in ESGD in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.94M in Q4 2021. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • White Lighthouse Investment Management held 18,035 shares of iShares ESG Aware MSCI EAFE ETF worth $1.85M as of Q2 2026.
  • White Lighthouse Investment Management bought 506 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $51.4K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.23% of White Lighthouse Investment Management's portfolio in Q2 2026, its #54 holding.
  • White Lighthouse Investment Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2019 and has held it in 29 quarters since.
  • White Lighthouse Investment Management's iShares ESG Aware MSCI EAFE ETF position peaked at $1.94M in Q4 2021.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.