YAL
ESGD icon

Your Advocates Ltd’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Your Advocates Ltd’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 		$59.3K Buy
577
+4
+0.7% +$406 0.02% 61
2026
Q1 		$54.8K Sell
573
-115
-17% -$11.4K 0.02% 63
2025
Q4 		$65.4K Buy
688
+11
+2% +$1.04K 0.02% 54
2025
Q3 		$62.9K Hold
677
– – 0.02% 54
2025
Q2 		$60.4K Buy
677
+4
+0.6% +$341 0.02% 51
2025
Q1 		$54.9K Hold
673
– – 0.02% 54
2024
Q4 		$51.2K Buy
673
+3
+0.4% +$239 0.02% 53
2024
Q3 		$56.4K Buy
670
+35
+6% +$2.83K 0.02% 54
2024
Q2 		$50K Buy
635
+179
+39% +$14.2K 0.02% 61
2024
Q1 		$36.4K Buy
456
+15
+3% +$1.15K 0.02% 67
2023
Q4 		$33.3K Buy
441
+151
+52% +$10.7K 0.01% 67
2023
Q3 		$20.1K Buy
290
+77
+36% +$5.54K 0.01% 78
2023
Q2 		$15.5K Buy
213
+4
+2% +$292 0.01% 106
2023
Q1 		$15K Sell
209
-248
-54% -$17.4K 0.01% 80
2022
Q4 		$30K Buy
457
+2
+0.4% +$126 0.02% 63
2022
Q3 		$26K Hold
455
– – 0.02% 60
2022
Q2 		$29K Sell
455
-230
-34% -$15.7K 0.02% 59
2022
Q1 		$51K Buy
+685
New +$51.6K 0.03% 46

Other funds holding ESGD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

Your Advocates Ltd's ESGD Position: Q2 2026 in Review

Your Advocates Ltd increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.7% in Q2 2026, buying an estimated $406 and bringing the position to 577 shares worth $59.3K. The position accounts for 0.02% of the portfolio, ranked #61.

Your Advocates Ltd first reported a position in ESGD in Q1 2022 and has held it in 18 quarters since. The position peaked at $65.4K in Q4 2025. 449 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Your Advocates Ltd held 577 shares of iShares ESG Aware MSCI EAFE ETF worth $59.3K as of Q2 2026.
  • Your Advocates Ltd bought 4 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $406.
  • iShares ESG Aware MSCI EAFE ETF made up 0.02% of Your Advocates Ltd's portfolio in Q2 2026, its #61 holding.
  • Your Advocates Ltd first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2022 and has held it in 18 quarters since.
  • Your Advocates Ltd's iShares ESG Aware MSCI EAFE ETF position peaked at $65.4K in Q4 2025.
  • 449 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Your Advocates Ltd's 13F filing for Q2 2026, filed 5 Aug 2026.