Winthrop Capital Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Winthrop Capital 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	$33K	Hold	323	–	–	0.01%	190
2026 Q1	$31K	Hold	323	–	–	0.01%	200
2025 Q4	$31K	Hold	323	–	–	0.01%	204
2025 Q3	$30K	Hold	323	–	–	0.01%	189
2025 Q2	$29K	Hold	323	–	–	0.01%	198
2025 Q1	$26K	Hold	323	–	–	0.01%	179
2024 Q4	$25K	Hold	323	–	–	0.01%	190
2024 Q3	$27K	Hold	323	–	–	0.01%	100
2024 Q2	$25K	Hold	323	–	–	0.01%	93
2024 Q1	$26K	Hold	323	–	–	0.01%	97
2023 Q4	$24.4K	Buy	+323	New	+$22.9K	0.01%	188

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

Winthrop Capital Management's ESGD Position: Q2 2026 in Review

Winthrop Capital Management held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 323 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #190.

Winthrop Capital Management first reported a position in ESGD in Q4 2023 and has held it in 11 quarters since. 759 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Winthrop Capital Management held 323 shares of iShares ESG Aware MSCI EAFE ETF worth $33K as of Q2 2026.
Winthrop Capital Management left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.01% of Winthrop Capital Management's portfolio in Q2 2026, its #190 holding.
Winthrop Capital Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
759 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.