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

Atlas Capital 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
2025
Q2 		$158K Sell
1,770
-176
-9% -$15K 0.02% 445
2025
Q1 		$159K Sell
1,946
-404
-17% -$32.6K 0.02% 441
2024
Q4 		$179K Buy
2,350
+3
+0.1% +$239 0.02% 411
2024
Q3 		$198K Sell
2,347
-663
-22% -$53.6K 0.03% 370
2024
Q2 		$237K Buy
3,010
+17
+0.6% +$1.35K 0.03% 358
2024
Q1 		$239K Hold
2,993
– – 0.04% 338
2023
Q4 		$226K Buy
2,993
+8
+0.3% +$567 0.03% 346
2023
Q3 		$206K Sell
2,985
-30
-1% -$2.16K 0.03% 349
2023
Q2 		$220K Sell
3,015
-1,381
-31% -$101K 0.03% 348
2023
Q1 		$316K Sell
4,396
-900
-17% -$63.2K 0.05% 274
2022
Q4 		$348K Sell
5,296
-97
-2% -$6.09K 0.06% 238
2022
Q3 		$303K Sell
5,393
-800
-13% -$50.1K 0.06% 265
2022
Q2 		$389K Sell
6,193
-467
-7% -$31.9K 0.07% 239
2022
Q1 		$491K Buy
6,660
+1
+0% +$75 0.08% 214
2021
Q4 		$529K Buy
6,659
+5
+0.1% +$398 0.08% 206
2021
Q3 		$522K Buy
6,654
+547
+9% +$43.9K 0.08% 198
2021
Q2 		$483K Buy
6,107
+8
+0.1% +$637 0.08% 212
2021
Q1 		$463K Buy
6,099
+2,873
+89% +$216K 0.09% 208
2020
Q4 		$236K Buy
3,226
+25
+0.8% +$1.71K 0.05% 282
2020
Q3 		$203K Sell
3,201
-1
-0% -$64 0.05% 291
2020
Q2 		$194K Buy
3,202
+6
+0.2% +$344 0.05% 313
2020
Q1 		$170K Buy
3,196
+80
+3% +$5.03K 0.05% 292
2019
Q4 		$214K Buy
3,116
+2,216
+246% +$148K 0.05% 310
2019
Q3 		$57.7K Buy
+900
New +$56.9K 0.02% 449

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atlas Capital Advisors's ESGD Position: Q2 2025 in Review

Atlas Capital Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 9% in Q2 2025, selling an estimated $15K and leaving 1,770 shares worth $158K. The position accounts for 0.02% of the portfolio, ranked #445.

Atlas Capital Advisors first reported a position in ESGD in Q3 2019 and has held it in 24 quarters since. The position peaked at $529K in Q4 2021. 641 funds tracked by Wall St. Rank hold ESGD as of Q2 2025.

  • Atlas Capital Advisors held 1,770 shares of iShares ESG Aware MSCI EAFE ETF worth $158K as of Q2 2025.
  • Atlas Capital Advisors sold 176 iShares ESG Aware MSCI EAFE ETF shares in Q2 2025, an estimated $15K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.02% of Atlas Capital Advisors's portfolio in Q2 2025, its #445 holding.
  • Atlas Capital Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2019 and has held it in 24 quarters since.
  • Atlas Capital Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $529K in Q4 2021.
  • 641 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2025.

Based on Atlas Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.