Adero Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Adero Partners’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
2025 Q1	$403K	Hold	4,935	–	–	0.03%	144
2024 Q4	$376K	Hold	4,935	–	–	0.02%	147
2024 Q3	$415K	Hold	4,935	–	–	0.03%	138
2024 Q2	$389K	Hold	4,935	–	–	0.03%	138
2024 Q1	$394K	Hold	4,935	–	–	0.03%	132
2023 Q4	$373K	Hold	4,935	–	–	0.03%	131
2023 Q3	$341K	Hold	4,935	–	–	0.03%	134
2023 Q2	$360K	Hold	4,935	–	–	0.04%	120
2023 Q1	$355K	Hold	4,935	–	–	0.04%	121
2022 Q4	$324K	Sell	4,935 -24,770	-83%	-$1.56M	0.04%	125
2022 Q3	$1.73M	Buy	29,705 +7,062	+31%	+$443K	0.22%	49
2022 Q2	$1.39M	Buy	22,643 +17,428	+334%	+$1.19M	0.2%	50
2022 Q1	$385K	Buy	+5,215	New	+$393K	0.06%	109

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Adero Partners's ESGD Position: Q1 2025 in Review

Adero Partners held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q1 2025 at 4,935 shares worth $403K. The position accounts for 0.03% of the portfolio, ranked #144.

Adero Partners first reported a position in ESGD in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.73M in Q3 2022. 607 funds tracked by Wall St. Rank hold ESGD as of Q1 2025.

Adero Partners held 4,935 shares of iShares ESG Aware MSCI EAFE ETF worth $403K as of Q1 2025.
Adero Partners left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q1 2025.
iShares ESG Aware MSCI EAFE ETF made up 0.03% of Adero Partners's portfolio in Q1 2025, its #144 holding.
Adero Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2022 and has held it in 13 quarters since.
Adero Partners's iShares ESG Aware MSCI EAFE ETF position peaked at $1.73M in Q3 2022.
607 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.