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Atticus Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Atticus Wealth Management’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
Q3 		– Sell
-378
Closed -$33.8K – 333
2025
Q2 		$33.8K Buy
378
+35
+10% +$2.98K 0.01% 360
2025
Q1 		$28K Sell
343
-5
-1% -$403 0.01% 288
2024
Q4 		$26.5K Buy
348
+4
+1% +$318 0.01% 307
2024
Q3 		$29K Hold
344
– – 0.01% 298
2024
Q2 		$27.1K Buy
344
+1
+0.3% +$79 0.01% 288
2024
Q1 		$27.4K Hold
343
– – 0.01% 296
2023
Q4 		$25.9K Buy
343
+27
+9% +$1.91K 0.01% 307
2023
Q3 		$21.8K Hold
316
– – 0.01% 331
2023
Q2 		$23K Buy
+316
New +$23.1K 0.01% 323
2022
Q4 		– Sell
-1,052
Closed -$66K – 568
2022
Q3 		$66K Hold
1,052
– – 0.03% 207
2022
Q2 		$66K Buy
1,052
+572
+119% +$39K 0.03% 227
2022
Q1 		$35K Buy
+480
New +$36.1K 0.01% 277

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Atticus Wealth Management's ESGD Position: Q3 2025 in Review

Atticus Wealth Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2025, closing a stake of 378 shares — an estimated $33.8K sold.

Atticus Wealth Management first reported a position in ESGD in Q1 2022 and held it in 12 quarters. The position peaked at $66K in Q3 2022. 642 funds tracked by Wall St. Rank hold ESGD as of Q3 2025.

  • Atticus Wealth Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 378 iShares ESG Aware MSCI EAFE ETF shares in Q3 2025, an estimated $33.8K.
  • Atticus Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2022 and held it in 12 quarters.
  • Atticus Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $66K in Q3 2022.
  • 642 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.