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World Investment Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

World Investment 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 		$555K Sell
5,798
-64
-1% -$6.5K 0.01% 914
2026
Q1 		$560K Buy
5,862
+118
+2% +$11.7K 0.01% 927
2025
Q4 		$546K Sell
5,744
-53
-0.9% -$5K 0.01% 893
2025
Q3 		$539K Buy
5,797
+1,127
+24% +$102K 0.01% 749
2025
Q2 		$417K Buy
4,670
+1,690
+57% +$144K 0.01% 797
2025
Q1 		$243K Sell
2,980
-954
-24% -$77K 0.01% 942
2024
Q4 		$300K Buy
3,934
+377
+11% +$30K 0.01% 824
2024
Q3 		$299K Hold
3,557
– – 0.01% 740
2024
Q2 		$280K Buy
+3,557
New +$282K 0.02% 513
2024
Q1 		– Sell
-3,508
Closed -$265K – 417
2023
Q4 		$265K Sell
3,508
-3,053
-47% -$216K 0.03% 326
2023
Q3 		$454K Buy
6,561
+457
+7% +$32.9K 0.09% 152
2023
Q2 		$445K Sell
6,104
-2,370
-28% -$173K 0.09% 148
2023
Q1 		$609K Buy
8,474
+2,535
+43% +$178K 0.13% 119
2022
Q4 		$390K Buy
5,939
+410
+7% +$25.7K 0.09% 152
2022
Q3 		$310K Buy
5,529
+796
+17% +$49.9K 0.07% 180
2022
Q2 		$310K Buy
4,733
+857
+22% +$58.5K 0.07% 192
2022
Q1 		$286K Sell
3,876
-793
-17% -$59.7K 0.06% 207
2021
Q4 		$362K Buy
4,669
+177
+4% +$14.1K 0.08% 178
2021
Q3 		$352K Buy
4,492
+754
+20% +$60.5K 0.08% 170
2021
Q2 		$295K Buy
3,738
+318
+9% +$25.3K 0.07% 190
2021
Q1 		$268K Buy
3,420
+628
+22% +$47.3K 0.06% 186
2020
Q4 		$213K Buy
+2,792
New +$191K 0.05% 214

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

World Investment Advisors's ESGD Position: Q2 2026 in Review

World Investment Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.1% in Q2 2026, selling an estimated $6.5K and leaving 5,798 shares worth $555K. The position accounts for 0.01% of the portfolio, ranked #914.

World Investment Advisors first reported a position in ESGD in Q4 2020 and has held it in 22 quarters since. The position peaked at $609K in Q1 2023. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • World Investment Advisors held 5,798 shares of iShares ESG Aware MSCI EAFE ETF worth $555K as of Q2 2026.
  • World Investment Advisors sold 64 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $6.5K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #914 holding.
  • World Investment Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and has held it in 22 quarters since.
  • World Investment Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $609K in Q1 2023.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.