Wingate Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Wingate Wealth Advisors’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	$2.61M	Buy	25,375 +377	+2%	+$38.3K	1.15%	21
2026 Q1	$2.39M	Buy	24,998 +1,128	+5%	+$112K	1.28%	22
2025 Q4	$2.27M	Buy	23,870 +444	+2%	+$41.9K	1.27%	23
2025 Q3	$2.18M	Buy	23,426 +199	+0.9%	+$18K	1.51%	19
2025 Q2	$2.07M	Buy	23,227 +431	+2%	+$36.7K	1.85%	14
2025 Q1	$1.86M	Sell	22,796 -298	-1%	-$24K	2.14%	11
2024 Q4	$1.76M	Buy	+23,094	New	+$1.84M	1.73%	17

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

Wingate Wealth Advisors's ESGD Position: Q2 2026 in Review

Wingate Wealth Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.5% in Q2 2026, buying an estimated $38.3K and bringing the position to 25,375 shares worth $2.61M. The position accounts for 1.15% of the portfolio, ranked #21.

Wingate Wealth Advisors first reported a position in ESGD in Q4 2024 and has held it in 7 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Wingate Wealth Advisors held 25,375 shares of iShares ESG Aware MSCI EAFE ETF worth $2.61M as of Q2 2026.
Wingate Wealth Advisors bought 377 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $38.3K.
iShares ESG Aware MSCI EAFE ETF made up 1.15% of Wingate Wealth Advisors's portfolio in Q2 2026, its #21 holding.
Wingate Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.