Ancora Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Ancora 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	$62.8K	Hold	657	–	–	﹤0.01%	1063
2025 Q4	$62.5K	Hold	657	–	–	﹤0.01%	1071
2025 Q3	$61.1K	Sell	657 -26	-4%	-$2.35K	﹤0.01%	987
2025 Q2	$60.9K	Hold	683	–	–	﹤0.01%	982
2025 Q1	$55.8K	Buy	683 +26	+4%	+$2.1K	﹤0.01%	997
2024 Q4	$50K	Hold	657	–	–	﹤0.01%	1002
2024 Q3	$55.3K	Sell	657 -50	-7%	-$4.04K	﹤0.01%	967
2024 Q2	$55.7K	Hold	707	–	–	﹤0.01%	921
2024 Q1	$56.5K	Hold	707	–	–	﹤0.01%	932
2023 Q4	$53.4K	Hold	707	–	–	﹤0.01%	930
2023 Q3	$48.9K	Hold	707	–	–	﹤0.01%	915
2023 Q2	$51.6K	Sell	707 -16	-2%	-$1.17K	﹤0.01%	902
2023 Q1	$51.9K	Hold	723	–	–	﹤0.01%	905
2022 Q4	$48K	Sell	723 -27	-4%	-$1.7K	﹤0.01%	975
2022 Q3	$42K	Sell	750 -12	-2%	-$752	﹤0.01%	1138
2022 Q2	$48K	Hold	762	–	–	﹤0.01%	1189
2022 Q1	$56K	Hold	762	–	–	﹤0.01%	1201
2021 Q4	$61K	Sell	762 -15	-2%	-$1.19K	﹤0.01%	1170
2021 Q3	$61K	Buy	777 +106	+16%	+$8.51K	﹤0.01%	1115
2021 Q2	$53K	Buy	671 +323	+93%	+$25.7K	﹤0.01%	1085
2021 Q1	$26K	Buy	+348	New	+$26.2K	﹤0.01%	1225

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

Ancora Advisors's ESGD Position: Q1 2026 in Review

Ancora Advisors held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q1 2026 at 657 shares worth $62.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1063.

Ancora Advisors first reported a position in ESGD in Q1 2021 and has held it in 21 quarters since. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Ancora Advisors held 657 shares of iShares ESG Aware MSCI EAFE ETF worth $62.8K as of Q1 2026.
Ancora Advisors left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1063 holding.
Ancora Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2021 and has held it in 21 quarters since.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.