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

Aprio 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
2026
Q1 		$1.27M Sell
13,327
-47
-0.4% -$4.65K 0.07% 163
2025
Q4 		$1.27M Buy
13,374
+418
+3% +$39.4K 0.07% 165
2025
Q3 		$1.2M Buy
12,956
+107
+0.8% +$9.68K 0.12% 112
2025
Q2 		$1.15M Sell
12,849
-470
-4% -$40.1K 0.13% 99
2025
Q1 		$1.09M Sell
13,319
-247
-2% -$19.9K 0.14% 101
2024
Q4 		$1.03M Buy
13,566
+212
+2% +$16.9K 0.15% 85
2024
Q3 		$1.12M Buy
13,354
+76
+0.6% +$6.14K 0.18% 74
2024
Q2 		$1.05M Buy
13,278
+2,191
+20% +$174K 0.19% 69
2024
Q1 		$886K Buy
11,087
+103
+0.9% +$7.89K 0.17% 72
2023
Q4 		$830K Buy
10,984
+54
+0.5% +$3.82K 0.19% 66
2023
Q3 		$756K Buy
10,930
+332
+3% +$23.9K 0.21% 60
2023
Q2 		$773K Buy
10,598
+607
+6% +$44.3K 0.21% 51
2023
Q1 		$718K Buy
9,991
+4,534
+83% +$318K 0.22% 47
2022
Q4 		$359K Buy
+5,457
New +$343K 0.13% 77

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

Aprio Wealth Management's ESGD Position: Q1 2026 in Review

Aprio Wealth Management reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.35% in Q1 2026, selling an estimated $4.65K and leaving 13,327 shares worth $1.27M. The position accounts for 0.07% of the portfolio, ranked #163.

Aprio Wealth Management first reported a position in ESGD in Q4 2022 and has held it in 14 quarters since. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Aprio Wealth Management held 13,327 shares of iShares ESG Aware MSCI EAFE ETF worth $1.27M as of Q1 2026.
  • Aprio Wealth Management sold 47 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $4.65K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.07% of Aprio Wealth Management's portfolio in Q1 2026, its #163 holding.
  • Aprio Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
  • 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.