Bank Julius Baer & Co
ESGD icon

Bank Julius Baer & Co’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Bank Julius Baer & Co’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 		– Sell
-273,436
Closed -$25.4M – 669
2025
Q3 		$25.4M Buy
+273,436
New +$24.7M 0.07% 135
2022
Q4 		– Sell
-26,276
Closed -$1.48M – 585
2022
Q3 		$1.48M Sell
26,276
-405
-2% -$25.4K 0.01% 211
2022
Q2 		$1.68M Buy
26,681
+2,302
+9% +$157K 0.01% 227
2022
Q1 		$1.8M Sell
24,379
-1,894
-7% -$143K 0.01% 230
2021
Q4 		$2.09M Buy
26,273
+10,846
+70% +$864K 0.01% 270
2021
Q3 		$1.21M Sell
15,427
-86
-0.6% -$6.9K 0.01% 308
2021
Q2 		$1.23M Buy
15,513
+1,349
+10% +$107K 0.01% 326
2021
Q1 		$1.07M Sell
14,164
-2,293
-14% -$173K 0.01% 329
2020
Q4 		$1.2M Buy
16,457
+2,977
+22% +$203K 0.01% 321
2020
Q3 		$856K Buy
13,480
+6,362
+89% +$406K 0.01% 312
2020
Q2 		$431K Sell
7,118
-5,126
-42% -$294K 0.01% 380
2020
Q1 		$651K Buy
+12,244
New +$770K 0.02% 283

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

Bank Julius Baer & Co's ESGD Position: Q4 2025 in Review

Bank Julius Baer & Co sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q4 2025, closing a stake of 273,436 shares — an estimated $25.4M sold.

Bank Julius Baer & Co first reported a position in ESGD in Q1 2020 and held it in 12 quarters. The position peaked at $25.4M in Q3 2025. 721 funds tracked by Wall St. Rank hold ESGD as of Q4 2025.

  • Bank Julius Baer & Co reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
  • Bank Julius Baer & Co sold 273,436 iShares ESG Aware MSCI EAFE ETF shares in Q4 2025, an estimated $25.4M.
  • Bank Julius Baer & Co first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2020 and held it in 12 quarters.
  • Bank Julius Baer & Co's iShares ESG Aware MSCI EAFE ETF position peaked at $25.4M in Q3 2025.
  • 721 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2025.

Based on Bank Julius Baer & Co's 13F filing for Q4 2025, filed 5 Feb 2026.