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Austin Private Wealth’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Austin Private Wealth’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
Q4 		$369K Sell
3,876
-711
-16% -$67K 0.03% 215
2025
Q3 		$426K Buy
4,587
+32
+0.7% +$2.9K 0.03% 200
2025
Q2 		$406K Buy
+4,555
New +$388K 0.03% 196
2023
Q4 		– Sell
-6,702
Closed -$463K – 267
2023
Q3 		$463K Sell
6,702
-2,675
-29% -$193K 0.07% 98
2023
Q2 		$684K Buy
9,377
+433
+5% +$31.6K 0.1% 73
2023
Q1 		$643K Buy
8,944
+605
+7% +$42.5K 0.1% 71
2022
Q4 		$548K Sell
8,339
-2
-0% -$126 0.1% 85
2022
Q3 		$468K Buy
8,341
+52
+0.6% +$3.26K 0.1% 74
2022
Q2 		$520K Buy
8,289
+1,540
+23% +$105K 0.12% 72
2022
Q1 		$498K Sell
6,749
-5,091
-43% -$383K 0.1% 68
2021
Q4 		$941K Buy
11,840
+2,056
+21% +$164K 0.19% 47
2021
Q3 		$767K Buy
9,784
+4,292
+78% +$345K 0.16% 55
2021
Q2 		$434K Buy
5,492
+526
+11% +$41.9K 0.1% 76
2021
Q1 		$377K Buy
+4,966
New +$374K 0.1% 74
2020
Q4 		– Sell
-6,823
Closed -$433K – 114
2020
Q3 		$433K Buy
+6,823
New +$436K 0.16% 52

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
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Austin Private Wealth's ESGD Position: Q4 2025 in Review

Austin Private Wealth reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 16% in Q4 2025, selling an estimated $67K and leaving 3,876 shares worth $369K. The position accounts for 0.03% of the portfolio, ranked #215.

Austin Private Wealth first reported a position in ESGD in Q3 2020 and has held it in 15 quarters since. The position peaked at $941K in Q4 2021. 720 funds tracked by Wall St. Rank hold ESGD as of Q4 2025.

  • Austin Private Wealth held 3,876 shares of iShares ESG Aware MSCI EAFE ETF worth $369K as of Q4 2025.
  • Austin Private Wealth sold 711 iShares ESG Aware MSCI EAFE ETF shares in Q4 2025, an estimated $67K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.03% of Austin Private Wealth's portfolio in Q4 2025, its #215 holding.
  • Austin Private Wealth first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2020 and has held it in 15 quarters since.
  • Austin Private Wealth's iShares ESG Aware MSCI EAFE ETF position peaked at $941K in Q4 2021.
  • 720 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.