Y-Intercept (HK)’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Y-Intercept (HK)’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	–	Sell	-3,307	Closed	-$316K	–	1836
2026 Q1	$316K	Buy	+3,307	New	+$327K	0.01%	1362
2025 Q2	–	Sell	-2,684	Closed	-$219K	–	1727
2025 Q1	$219K	Buy	+2,684	New	+$217K	0.01%	1023
2024 Q2	–	Sell	-5,289	Closed	-$423K	–	1518
2024 Q1	$423K	Buy	5,289 +2,635	+99%	+$202K	0.03%	800
2023 Q4	$200K	Buy	+2,654	New	+$188K	0.02%	1009
2023 Q2	–	Sell	-4,134	Closed	-$297K	–	1391
2023 Q1	$297K	Buy	+4,134	New	+$290K	0.03%	777
2022 Q4	–	Sell	-4,102	Closed	-$230K	–	1091
2022 Q3	$230K	Buy	+4,102	New	+$257K	0.02%	776

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

Y-Intercept (HK)'s ESGD Position: Q2 2026 in Review

Y-Intercept (HK) sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026, closing a stake of 3,307 shares — an estimated $316K sold.

Y-Intercept (HK) first reported a position in ESGD in Q3 2022 and held it in 6 quarters. The position peaked at $423K in Q1 2024. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Y-Intercept (HK) reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 3,307 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $316K.
Y-Intercept (HK) first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2022 and held it in 6 quarters.
Y-Intercept (HK)'s iShares ESG Aware MSCI EAFE ETF position peaked at $423K in Q1 2024.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.