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Xena Financial Planning’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Xena Financial Planning’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 		$7.72M Buy
75,138
+9,281
+14% +$943K 7.41% 5
2026
Q1 		$6.3M Buy
65,857
+4,560
+7% +$451K 7.11% 7
2025
Q4 		$5.83M Buy
+61,297
New +$5.78M 6.84% 5

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

Xena Financial Planning's ESGD Position: Q2 2026 in Review

Xena Financial Planning increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 14% in Q2 2026, buying an estimated $943K and bringing the position to 75,138 shares worth $7.72M. The position accounts for 7.41% of the portfolio, ranked #5.

Xena Financial Planning first reported a position in ESGD in Q4 2025 and has held it in 3 quarters since. 753 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Xena Financial Planning held 75,138 shares of iShares ESG Aware MSCI EAFE ETF worth $7.72M as of Q2 2026.
  • Xena Financial Planning bought 9,281 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $943K.
  • iShares ESG Aware MSCI EAFE ETF made up 7.41% of Xena Financial Planning's portfolio in Q2 2026, its #5 holding.
  • Xena Financial Planning first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 753 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Xena Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.