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WPG Advisers’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

WPG Advisers’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 		$203K Hold
1,974
– – 0.12% 102
2026
Q1 		$189K Hold
1,974
– – 0.14% 85
2025
Q4 		$188K Hold
1,974
– – 0.14% 96
2025
Q3 		$184K Hold
1,974
– – 0.14% 96
2025
Q2 		$176K Hold
1,974
– – 0.15% 95
2025
Q1 		$161K Hold
1,974
– – 0.15% 107
2024
Q4 		$150K Buy
+1,974
New +$157K 0.14% 127

Other funds holding ESGD

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

WPG Advisers's ESGD Position: Q2 2026 in Review

WPG Advisers held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 1,974 shares worth $203K. The position accounts for 0.12% of the portfolio, ranked #102.

WPG Advisers first reported a position in ESGD in Q4 2024 and has held it in 7 quarters since. 516 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • WPG Advisers held 1,974 shares of iShares ESG Aware MSCI EAFE ETF worth $203K as of Q2 2026.
  • WPG Advisers left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 0.12% of WPG Advisers's portfolio in Q2 2026, its #102 holding.
  • WPG Advisers first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • 516 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.