AmeriFlex Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

AmeriFlex Group’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	$38.7K	Sell	405 -60	-13%	-$5.94K	0.02%	471
2025 Q4	$44.2K	Sell	465 -457	-50%	-$43.1K	0.02%	441
2025 Q3	$85.7K	Buy	922 +718	+352%	+$65K	0.03%	349
2025 Q2	$18K	Buy	204 +4	+2%	+$341	0.01%	592
2025 Q1	$16.4K	Hold	200	–	–	0.01%	727
2024 Q4	$15.9K	Buy	+200	New	+$15.9K	0.01%	676

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

AmeriFlex Group's ESGD Position: Q1 2026 in Review

AmeriFlex Group reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 13% in Q1 2026, selling an estimated $5.94K and leaving 405 shares worth $38.7K. The position accounts for 0.02% of the portfolio, ranked #471.

AmeriFlex Group first reported a position in ESGD in Q4 2024 and has held it in 6 quarters since. The position peaked at $85.7K in Q3 2025. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

AmeriFlex Group held 405 shares of iShares ESG Aware MSCI EAFE ETF worth $38.7K as of Q1 2026.
AmeriFlex Group sold 60 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $5.94K.
iShares ESG Aware MSCI EAFE ETF made up 0.02% of AmeriFlex Group's portfolio in Q1 2026, its #471 holding.
AmeriFlex Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's iShares ESG Aware MSCI EAFE ETF position peaked at $85.7K in Q3 2025.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.