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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atria Wealth Solutions's ESGD Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 9.3% in Q2 2025, selling an estimated $22.3K and leaving 2,533 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #1312.

Atria Wealth Solutions first reported a position in ESGD in Q1 2022 and has held it in 9 quarters since. The position peaked at $3.89M in Q1 2023. 644 funds tracked by Wall St. Rank hold ESGD as of Q2 2025.

Atria Wealth Solutions held 2,533 shares of iShares ESG Aware MSCI EAFE ETF worth $226K as of Q2 2025.
Atria Wealth Solutions sold 261 iShares ESG Aware MSCI EAFE ETF shares in Q2 2025, an estimated $22.3K.
iShares ESG Aware MSCI EAFE ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1312 holding.
Atria Wealth Solutions first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2022 and has held it in 9 quarters since.
Atria Wealth Solutions's iShares ESG Aware MSCI EAFE ETF position peaked at $3.89M in Q1 2023.
644 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.