Ashton Thomas Private Wealth’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Ashton Thomas Private Wealth’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	$763K	Buy	7,983 +2,280	+40%	+$226K	0.02%	611
2025 Q4	$542K	Sell	5,703 -343	-6%	-$32.3K	0.01%	637
2025 Q3	$562K	Buy	6,046 +3,028	+100%	+$274K	0.01%	619
2025 Q2	$269K	Buy	+3,018	New	+$257K	0.01%	722
2024 Q3	–	Sell	-115	Closed	-$9.06K	–	989
2024 Q2	$9.06K	Buy	+115	New	+$9.13K	﹤0.01%	1362

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

Ashton Thomas Private Wealth's ESGD Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 40% in Q1 2026, buying an estimated $226K and bringing the position to 7,983 shares worth $763K. The position accounts for 0.02% of the portfolio, ranked #611.

Ashton Thomas Private Wealth first reported a position in ESGD in Q2 2024 and has held it in 5 quarters since. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Ashton Thomas Private Wealth held 7,983 shares of iShares ESG Aware MSCI EAFE ETF worth $763K as of Q1 2026.
Ashton Thomas Private Wealth bought 2,280 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $226K.
iShares ESG Aware MSCI EAFE ETF made up 0.02% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #611 holding.
Ashton Thomas Private Wealth first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2024 and has held it in 5 quarters since.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.