Abundance Wealth Counselors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Abundance Wealth Counselors’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 Q1	$251K	Hold	2,630	–	–	0.04%	205
2025 Q4	$250K	Buy	+2,630	New	+$248K	0.04%	148
2023 Q1	–	Sell	-3,233	Closed	-$213K	–	150
2022 Q4	$213K	Buy	+3,233	New	+$203K	0.06%	135
2021 Q2	–	Sell	-1,350	Closed	-$102K	–	176
2021 Q1	$102K	Buy	+1,350	New	+$102K	0.03%	119

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Abundance Wealth Counselors's ESGD Position: Q1 2026 in Review

Abundance Wealth Counselors held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q1 2026 at 2,630 shares worth $251K. The position accounts for 0.04% of the portfolio, ranked #205.

Abundance Wealth Counselors first reported a position in ESGD in Q1 2021 and has held it in 4 quarters since. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Abundance Wealth Counselors held 2,630 shares of iShares ESG Aware MSCI EAFE ETF worth $251K as of Q1 2026.
Abundance Wealth Counselors left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.04% of Abundance Wealth Counselors's portfolio in Q1 2026, its #205 holding.
Abundance Wealth Counselors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2021 and has held it in 4 quarters since.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.