AIA
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Ally Invest Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Ally Invest Advisors’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 		$27.7M Buy
290,163
+7,185
+3% +$711K 1.87% 12
2025
Q4 		$26.9M Buy
282,978
+7,112
+3% +$670K 1.86% 13
2025
Q3 		$25.6M Buy
275,866
+6,759
+3% +$612K 1.84% 13
2025
Q2 		$24M Sell
269,107
-5,054
-2% -$431K 1.87% 11
2025
Q1 		$22.4M Sell
274,161
-5,933
-2% -$479K 1.92% 11
2024
Q4 		$21.3M Buy
280,094
+22,210
+9% +$1.77M 1.85% 11
2024
Q3 		$21.7M Buy
257,884
+9,030
+4% +$730K 1.92% 11
2024
Q2 		$19.6M Buy
248,854
+11,052
+5% +$878K 1.88% 11
2024
Q1 		$19M Buy
237,802
+4,606
+2% +$353K 1.89% 11
2023
Q4 		$17.6M Buy
233,196
+8,828
+4% +$625K 1.88% 12
2023
Q3 		$15.5M Buy
224,368
+8,030
+4% +$578K 1.81% 12
2023
Q2 		$15.8M Buy
216,338
+3,385
+2% +$247K 1.8% 12
2023
Q1 		$15.3M Sell
212,953
-13,483
-6% -$946K 1.81% 12
2022
Q4 		$14.9M Buy
226,436
+4,113
+2% +$258K 1.87% 12
2022
Q3 		$12.5M Buy
222,323
+22,911
+11% +$1.44M 1.69% 12
2022
Q2 		$12.5M Buy
199,412
+8,790
+5% +$600K 1.63% 12
2022
Q1 		$14.1M Buy
190,622
+24,215
+15% +$1.82M 1.62% 12
2021
Q4 		$13.2M Buy
166,407
+18,425
+12% +$1.47M 1.49% 12
2021
Q3 		$11.6M Buy
147,982
+25,304
+21% +$2.03M 1.46% 12
2021
Q2 		$9.7M Buy
122,678
+25,478
+26% +$2.03M 1.34% 12
2021
Q1 		$7.38M Buy
97,200
+27,860
+40% +$2.1M 1.23% 12
2020
Q4 		$5.07M Buy
69,340
+23,133
+50% +$1.58M 1.05% 12
2020
Q3 		$2.93M Buy
46,207
+18,755
+68% +$1.2M 0.78% 12
2020
Q2 		$1.66M Buy
27,452
+7,443
+37% +$427K 0.51% 12
2020
Q1 		$1.06M Buy
20,009
+14,567
+268% +$917K 0.4% 13
2019
Q4 		$374K Buy
+5,442
New +$363K 0.14% 14

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Ally Invest Advisors's ESGD Position: Q1 2026 in Review

Ally Invest Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2.5% in Q1 2026, buying an estimated $711K and bringing the position to 290,163 shares worth $27.7M. The position accounts for 1.87% of the portfolio, ranked #12.

Ally Invest Advisors first reported a position in ESGD in Q4 2019 and has held it in 26 quarters since. 746 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Ally Invest Advisors held 290,163 shares of iShares ESG Aware MSCI EAFE ETF worth $27.7M as of Q1 2026.
  • Ally Invest Advisors bought 7,185 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $711K.
  • iShares ESG Aware MSCI EAFE ETF made up 1.87% of Ally Invest Advisors's portfolio in Q1 2026, its #12 holding.
  • Ally Invest Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2019 and has held it in 26 quarters since.
  • 746 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Ally Invest Advisors's 13F filing for Q1 2026, filed 12 May 2026.