Aspiriant LLC’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Aspiriant LLC’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	$754K	Hold	7,883	–	–	0.02%	180
2025 Q4	$750K	Buy	+7,883	New	+$743K	0.02%	179

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

Aspiriant LLC's ESGD Position: Q1 2026 in Review

Aspiriant LLC held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q1 2026 at 7,883 shares worth $754K. The position accounts for 0.02% of the portfolio, ranked #180.

Aspiriant LLC first reported a position in ESGD in Q4 2025 and has held it in 2 quarters since. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Aspiriant LLC held 7,883 shares of iShares ESG Aware MSCI EAFE ETF worth $754K as of Q1 2026.
Aspiriant LLC left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.02% of Aspiriant LLC's portfolio in Q1 2026, its #180 holding.
Aspiriant LLC first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2025 and has held it in 2 quarters since.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.