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

Aries 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
Q4 		– Sell
-2,422
Closed -$225K – 237
2025
Q3 		$225K Buy
+2,422
New +$219K 0.05% 218
2022
Q2 		– Sell
-2,892
Closed -$213K – 187
2022
Q1 		$213K Buy
+2,892
New +$218K 0.09% 73

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Aries Wealth Management's ESGD Position: Q4 2025 in Review

Aries Wealth Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q4 2025, closing a stake of 2,422 shares — an estimated $225K sold.

Aries Wealth Management first reported a position in ESGD in Q1 2022 and held it in 2 quarters. The position peaked at $225K in Q3 2025. 725 funds tracked by Wall St. Rank hold ESGD as of Q4 2025.

  • Aries Wealth Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
  • Aries Wealth Management sold 2,422 iShares ESG Aware MSCI EAFE ETF shares in Q4 2025, an estimated $225K.
  • Aries Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2022 and held it in 2 quarters.
  • Aries Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $225K in Q3 2025.
  • 725 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2025.

Based on Aries Wealth Management's 13F filing for Q4 2025, filed 30 Jan 2026.