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WT Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

WT Wealth 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 		$661K Buy
6,431
+306
+5% +$31.1K 0.18% 86
2026
Q1 		$586K Sell
6,125
-924
-13% -$91.4K 0.17% 93
2025
Q4 		$670K Sell
7,049
-388
-5% -$36.6K 0.19% 85
2025
Q3 		$691K Sell
7,437
-207
-3% -$18.7K 0.2% 79
2025
Q2 		$682K Buy
7,644
+297
+4% +$25.3K 0.2% 82
2025
Q1 		$600K Sell
7,347
-677
-8% -$54.6K 0.2% 79
2024
Q4 		$611K Buy
8,024
+341
+4% +$27.1K 0.19% 80
2024
Q3 		$633K Buy
7,683
+150
+2% +$12.1K 0.2% 79
2024
Q2 		$593K Sell
7,533
-184
-2% -$14.6K 0.2% 80
2024
Q1 		$617K Buy
7,717
+1,135
+17% +$86.9K 0.22% 79
2023
Q4 		$497K Sell
6,582
-36
-0.5% -$2.55K 0.2% 79
2023
Q3 		$458K Buy
6,618
+2,574
+64% +$185K 0.2% 80
2023
Q2 		$295K Sell
4,044
-142
-3% -$10.4K 0.12% 92
2023
Q1 		$301K Sell
4,186
-480
-10% -$33.7K 0.13% 96
2022
Q4 		$307K Sell
4,666
-2,317
-33% -$146K 0.15% 84
2022
Q3 		$392K Sell
6,983
-1,746
-20% -$109K 0.2% 77
2022
Q2 		$548K Buy
8,729
+688
+9% +$47K 0.27% 84
2022
Q1 		$593K Buy
8,041
+413
+5% +$31.1K 0.23% 87
2021
Q4 		$607K Buy
7,628
+1,461
+24% +$116K 0.22% 88
2021
Q3 		$483K Buy
6,167
+1,923
+45% +$154K 0.19% 96
2021
Q2 		$335K Buy
4,244
+563
+15% +$44.8K 0.14% 103
2021
Q1 		$279K Buy
+3,681
New +$277K 0.13% 110

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

WT Wealth Management's ESGD Position: Q2 2026 in Review

WT Wealth Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 5% in Q2 2026, buying an estimated $31.1K and bringing the position to 6,431 shares worth $661K. The position accounts for 0.18% of the portfolio, ranked #86.

WT Wealth Management first reported a position in ESGD in Q1 2021 and has held it in 22 quarters since. The position peaked at $691K in Q3 2025. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • WT Wealth Management held 6,431 shares of iShares ESG Aware MSCI EAFE ETF worth $661K as of Q2 2026.
  • WT Wealth Management bought 306 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $31.1K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.18% of WT Wealth Management's portfolio in Q2 2026, its #86 holding.
  • WT Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2021 and has held it in 22 quarters since.
  • WT Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $691K in Q3 2025.
  • 757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.