AllSquare Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

AllSquare Wealth Management’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 Q3	$102K	Hold	1,096	–	–	0.05%	156
2025 Q2	$97.8K	Hold	1,096	–	–	0.05%	151
2025 Q1	$89.5K	Hold	1,096	–	–	0.05%	157
2024 Q4	$83.4K	Hold	1,096	–	–	0.05%	165
2024 Q3	$92.3K	Hold	1,096	–	–	0.05%	158
2024 Q2	$86.3K	Hold	1,096	–	–	0.05%	159
2024 Q1	$87.6K	Hold	1,096	–	–	0.05%	164
2023 Q4	$82.8K	Hold	1,096	–	–	0.05%	164
2023 Q3	$75.8K	Hold	1,096	–	–	0.05%	164
2023 Q2	$78.6K	Hold	1,096	–	–	0.05%	167
2023 Q1	$78.7K	Hold	1,096	–	–	0.05%	170
2022 Q4	$72.1K	Hold	1,096	–	–	0.05%	165
2022 Q3	$62K	Hold	1,096	–	–	0.04%	170
2022 Q2	$69K	Hold	1,096	–	–	0.05%	166
2022 Q1	$81K	Hold	1,096	–	–	0.05%	168
2021 Q4	$87K	Hold	1,096	–	–	0.05%	169
2021 Q3	$86K	Sell	1,096 -87	-7%	-$6.98K	0.05%	167
2021 Q2	$93K	Hold	1,183	–	–	0.05%	169
2021 Q1	$90K	Hold	1,183	–	–	0.06%	160
2020 Q4	$86K	Sell	1,183 -345	-23%	-$23.6K	0.06%	154
2020 Q3	$97K	Hold	1,528	–	–	0.07%	130
2020 Q2	$93K	Hold	1,528	–	–	0.07%	128
2020 Q1	$81K	Hold	1,528	–	–	0.07%	127
2019 Q4	$105K	Hold	1,528	–	–	0.07%	125
2019 Q3	$98K	Hold	1,528	–	–	0.07%	125
2019 Q2	$98K	Hold	1,528	–	–	0.07%	125
2019 Q1	$97K	Buy	+1,528	New	+$93.8K	0.07%	131

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

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

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

AllSquare Wealth Management's ESGD Position: Q3 2025 in Review

AllSquare Wealth Management held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q3 2025 at 1,096 shares worth $102K. The position accounts for 0.05% of the portfolio, ranked #156.

AllSquare Wealth Management first reported a position in ESGD in Q1 2019 and has held it in 27 quarters since. The position peaked at $105K in Q4 2019. 642 funds tracked by Wall St. Rank hold ESGD as of Q3 2025.

AllSquare Wealth Management held 1,096 shares of iShares ESG Aware MSCI EAFE ETF worth $102K as of Q3 2025.
AllSquare Wealth Management left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q3 2025.
iShares ESG Aware MSCI EAFE ETF made up 0.05% of AllSquare Wealth Management's portfolio in Q3 2025, its #156 holding.
AllSquare Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2019 and has held it in 27 quarters since.
AllSquare Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $105K in Q4 2019.
642 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.