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

XML Financial’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	$303K	Buy	2,943 +239	+9%	+$24.3K	0.02%	368
2026 Q1	$259K	Sell	2,704 -517	-16%	-$51.2K	0.02%	366
2025 Q4	$306K	Buy	+3,221	New	+$304K	0.03%	335
2025 Q1	–	Sell	-2,866	Closed	-$218K	–	377
2024 Q4	$218K	Buy	2,866 +3	+0.1%	+$239	0.02%	329
2024 Q3	$241K	Sell	2,863 -243	-8%	-$19.6K	0.02%	306
2024 Q2	$245K	Buy	3,106 +9	+0.3%	+$715	0.02%	298
2024 Q1	$248K	Hold	3,097	–	–	0.03%	300
2023 Q4	$234K	Buy	3,097 +84	+3%	+$5.95K	0.02%	298
2023 Q3	$208K	Buy	+3,013	New	+$217K	0.03%	296

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

XML Financial's ESGD Position: Q2 2026 in Review

XML Financial increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 8.8% in Q2 2026, buying an estimated $24.3K and bringing the position to 2,943 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #368.

XML Financial first reported a position in ESGD in Q3 2023 and has held it in 9 quarters since. The position peaked at $306K in Q4 2025. 755 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

XML Financial held 2,943 shares of iShares ESG Aware MSCI EAFE ETF worth $303K as of Q2 2026.
XML Financial bought 239 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $24.3K.
iShares ESG Aware MSCI EAFE ETF made up 0.02% of XML Financial's portfolio in Q2 2026, its #368 holding.
XML Financial first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2023 and has held it in 9 quarters since.
XML Financial's iShares ESG Aware MSCI EAFE ETF position peaked at $306K in Q4 2025.
755 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.