Advisory Services Network’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Advisory Services Network’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	$9.45M	Buy	98,796 +4,943	+5%	+$489K	0.13%	168
2025 Q4	$8.92M	Buy	93,853 +9,364	+11%	+$883K	0.13%	175
2025 Q3	$7.86M	Buy	84,489 +4,111	+5%	+$372K	0.12%	191
2025 Q2	$7.02M	Buy	80,378 +21,387	+36%	+$1.82M	0.11%	196
2025 Q1	$4.82M	Buy	58,991 +4,796	+9%	+$387K	0.09%	248
2024 Q4	$4.13M	Buy	54,195 +24,413	+82%	+$1.94M	0.08%	295
2024 Q3	$2.35M	Hold	29,782	–	–	0.05%	419
2024 Q2	$2.35M	Buy	29,782 +1,585	+6%	+$126K	0.05%	419
2024 Q1	$2.25M	Buy	28,197 +2,699	+11%	+$207K	0.05%	418
2023 Q4	$1.93M	Sell	25,498 -2,523	-9%	-$179K	0.05%	438
2023 Q3	$1.94M	Buy	28,021 +3,114	+13%	+$224K	0.05%	425
2023 Q2	$1.82M	Sell	24,907 -12,913	-34%	-$942K	0.05%	445
2023 Q1	$2.72M	Buy	37,820 +14,757	+64%	+$1.04M	0.08%	308
2022 Q4	$1.52M	Sell	23,063 -3,714	-14%	-$233K	0.05%	466
2022 Q3	$1.5M	Buy	26,777 +1,873	+8%	+$117K	0.05%	412
2022 Q2	$1.56M	Buy	24,904 +3,541	+17%	+$242K	0.05%	421
2022 Q1	$1.57M	Sell	21,363 -6,699	-24%	-$504K	0.05%	475
2021 Q4	$2.23M	Buy	28,062 +7,708	+38%	+$614K	0.06%	367
2021 Q3	$1.6M	Buy	20,354 +2,443	+14%	+$196K	0.05%	446
2021 Q2	$1.42M	Buy	17,911 +5,263	+42%	+$419K	0.04%	492
2021 Q1	$960K	Sell	12,648 -6,155	-33%	-$464K	0.04%	563
2020 Q4	$1.37M	Sell	18,803 -3,279	-15%	-$224K	0.06%	406
2020 Q3	$1.4M	Buy	22,082 +3,297	+18%	+$210K	0.07%	334
2020 Q2	$1.14M	Buy	18,785 +1,748	+10%	+$100K	0.06%	352
2020 Q1	$906K	Buy	17,037 +1,805	+12%	+$114K	0.06%	361
2019 Q4	$1.05M	Buy	15,232 +7,340	+93%	+$489K	0.06%	414
2019 Q3	$508K	Hold	7,892	–	–	0.03%	552
2019 Q2	$508K	Buy	7,892 +685	+10%	+$43.7K	0.03%	551
2019 Q1	$455K	Buy	7,207 +206	+3%	+$12.6K	0.03%	548
2018 Q4	$402K	Buy	7,001 +438	+7%	+$26.6K	0.04%	503
2018 Q3	$435K	Sell	6,563 -438	-6%	-$28.8K	0.03%	553
2018 Q2	$467K	Buy	7,001 +5,046	+258%	+$342K	0.04%	514
2018 Q1	$132K	Buy	+1,955	New	+$134K	0.01%	922

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

Advisory Services Network's ESGD Position: Q1 2026 in Review

Advisory Services Network increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 5.3% in Q1 2026, buying an estimated $489K and bringing the position to 98,796 shares worth $9.45M. The position accounts for 0.13% of the portfolio, ranked #168.

Advisory Services Network first reported a position in ESGD in Q1 2018 and has held it in 33 quarters since. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Advisory Services Network held 98,796 shares of iShares ESG Aware MSCI EAFE ETF worth $9.45M as of Q1 2026.
Advisory Services Network bought 4,943 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $489K.
iShares ESG Aware MSCI EAFE ETF made up 0.13% of Advisory Services Network's portfolio in Q1 2026, its #168 holding.
Advisory Services Network first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2018 and has held it in 33 quarters since.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.