Balanced Rock Investment Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Balanced Rock Investment 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
2026 Q1	$4.31M	Buy	45,062 +95	+0.2%	+$9.4K	3.02%	9
2025 Q4	$4.28M	Buy	44,967 +2,203	+5%	+$208K	3.04%	9
2025 Q3	$3.98M	Buy	42,764 +1,703	+4%	+$154K	2.91%	9
2025 Q2	$3.66M	Buy	41,061 +754	+2%	+$64.3K	2.87%	9
2025 Q1	$3.29M	Buy	40,307 +881	+2%	+$71.1K	2.62%	9
2024 Q4	$3M	Sell	39,426 -12,748	-24%	-$1.01M	2.38%	11
2024 Q3	$4.39M	Buy	52,174 +1,273	+3%	+$103K	3.44%	7
2024 Q2	$4.01M	Buy	50,901 +837	+2%	+$66.5K	3.37%	6
2024 Q1	$4M	Sell	50,064 -4,627	-8%	-$354K	3.41%	6
2023 Q4	$4.13M	Buy	+54,691	New	+$3.87M	3.67%	6

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Balanced Rock Investment Advisors's ESGD Position: Q1 2026 in Review

Balanced Rock Investment Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.21% in Q1 2026, buying an estimated $9.4K and bringing the position to 45,062 shares worth $4.31M. The position accounts for 3.02% of the portfolio, ranked #9.

Balanced Rock Investment Advisors first reported a position in ESGD in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.39M in Q3 2024. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Balanced Rock Investment Advisors held 45,062 shares of iShares ESG Aware MSCI EAFE ETF worth $4.31M as of Q1 2026.
Balanced Rock Investment Advisors bought 95 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $9.4K.
iShares ESG Aware MSCI EAFE ETF made up 3.02% of Balanced Rock Investment Advisors's portfolio in Q1 2026, its #9 holding.
Balanced Rock Investment Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
Balanced Rock Investment Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $4.39M in Q3 2024.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.