Whittier Trust’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.04M | Buy |
10,001
+2,314
| +30% | +$235K | 0.01% | 376 |
|
|
2026
Q1 | $746K | Sell |
7,687
-9
| -0.1% | -$891 | 0.01% | 388 |
|
|
2025
Q4 | $750K | Hold |
7,696
| – | – | 0.01% | 391 |
|
|
2025
Q3 | $729K | Buy |
7,696
+9
| +0.1% | +$814 | 0.01% | 390 |
|
|
2025
Q2 | $686K | Hold |
7,687
| – | – | 0.01% | 445 |
|
|
2025
Q1 | $628K | Sell |
7,687
-2,282
| -23% | -$184K | 0.01% | 451 |
|
|
2024
Q4 | $759K | Sell |
9,969
-2,710
| -21% | -$216K | 0.01% | 424 |
|
|
2024
Q3 | $1.07M | Hold |
12,679
| – | – | 0.01% | 371 |
|
|
2024
Q2 | $999K | Sell |
12,679
-988
| -7% | -$78.5K | 0.01% | 360 |
|
|
2024
Q1 | $1.09M | Sell |
13,667
-4,903
| -26% | -$376K | 0.02% | 348 |
|
|
2023
Q4 | $1.4M | Buy |
18,570
+4,116
| +28% | +$291K | 0.02% | 299 |
|
|
2023
Q3 | $999K | Sell |
14,454
-210
| -1% | -$15.1K | 0.02% | 348 |
|
|
2023
Q2 | $1.07M | Hold |
14,664
| – | – | 0.02% | 345 |
|
|
2023
Q1 | $1.05M | Hold |
14,664
| – | – | 0.02% | 341 |
|
|
2022
Q4 | $964K | Buy |
14,664
+3,725
| +34% | +$234K | 0.02% | 361 |
|
|
2022
Q3 | $614K | Sell |
10,939
-2,621
| -19% | -$164K | 0.01% | 420 |
|
|
2022
Q2 | $851K | Sell |
13,560
-582
| -4% | -$39.7K | 0.02% | 381 |
|
|
2022
Q1 | $1.04M | Hold |
14,142
| – | – | 0.02% | 373 |
|
|
2021
Q4 | $1.12M | Sell |
14,142
-2,227
| -14% | -$177K | 0.02% | 360 |
|
|
2021
Q3 | $1.28M | Hold |
16,369
| – | – | 0.02% | 324 |
|
|
2021
Q2 | $1.29M | Buy |
16,369
+19
| +0.1% | +$1.51K | 0.02% | 325 |
|
|
2021
Q1 | $1.24M | Buy |
16,350
+941
| +6% | +$70.9K | 0.02% | 332 |
|
|
2020
Q4 | $1.13M | Buy |
15,409
+1,609
| +12% | +$110K | 0.02% | 318 |
|
|
2020
Q3 | $875K | Buy |
13,800
+1,500
| +12% | +$95.8K | 0.02% | 339 |
|
|
2020
Q2 | $746K | Hold |
12,300
| – | – | 0.02% | 347 |
|
|
2020
Q1 | $654K | Sell |
12,300
-6,750
| -35% | -$425K | 0.02% | 349 |
|
|
2019
Q4 | $1.31M | Hold |
19,050
| – | – | 0.03% | 277 |
|
|
2019
Q3 | $1.22M | Hold |
19,050
| – | – | 0.03% | 281 |
|
|
2019
Q2 | $1.23M | Buy |
19,050
+3,800
| +25% | +$243K | 0.04% | 280 |
|
|
2019
Q1 | $963K | Buy |
15,250
+7,750
| +103% | +$476K | 0.03% | 293 |
|
|
2018
Q4 | $430K | Buy |
7,500
+1,500
| +25% | +$91.1K | 0.01% | 388 |
|
|
2018
Q3 | $397K | Hold |
6,000
| – | – | 0.01% | 401 |
|
|
2018
Q2 | $391K | Buy |
6,000
+3,000
| +100% | +$203K | 0.01% | 400 |
|
|
2018
Q1 | $202K | Buy |
+3,000
| New | +$206K | 0.01% | 512 |
|
Other funds holding ESGD
TWIM
AA
Whittier Trust's ESGD Position: Q2 2026 in Review
Whittier Trust increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 30% in Q2 2026, buying an estimated $235K and bringing the position to 10,001 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #376.
Whittier Trust first reported a position in ESGD in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.4M in Q4 2023. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.
- Whittier Trust held 10,001 shares of iShares ESG Aware MSCI EAFE ETF worth $1.04M as of Q2 2026.
- Whittier Trust bought 2,314 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $235K.
- iShares ESG Aware MSCI EAFE ETF made up 0.01% of Whittier Trust's portfolio in Q2 2026, its #376 holding.
- Whittier Trust first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2018 and has held it in 34 quarters since.
- Whittier Trust's iShares ESG Aware MSCI EAFE ETF position peaked at $1.4M in Q4 2023.
- 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.
Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.