Atria Wealth Solutions’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Atria Wealth Solutions’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	$226K	Sell	2,533 -261	-9%	-$22.3K	0.01%	1312
2025 Q1	$228K	Buy	+2,794	New	+$225K	﹤0.01%	1646
2023 Q4	–	Sell	-24,438	Closed	-$1.69M	–	1959
2023 Q3	$1.69M	Sell	24,438 -11,390	-32%	-$820K	0.02%	618
2023 Q2	$2.61M	Sell	35,828 -18,318	-34%	-$1.34M	0.04%	483
2023 Q1	$3.89M	Buy	54,146 +6,367	+13%	+$447K	0.06%	329
2022 Q4	$3.14M	Buy	47,779 +11,481	+32%	+$721K	0.05%	365
2022 Q3	$2.04M	Buy	36,298 +1,819	+5%	+$114K	0.04%	473
2022 Q2	$2.16M	Buy	34,479 +4,757	+16%	+$325K	0.04%	419
2022 Q1	$2.19M	Buy	+29,722	New	+$2.24M	0.04%	462

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return