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Bartlett & Co Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Bartlett & Co 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
2026
Q1 		$1M Buy
10,081
+7,971
+378% +$789K 0.01% 270
2025
Q4 		$201K Buy
2,110
+400
+23% +$37.7K ﹤0.01% 451
2025
Q3 		$159K Hold
1,710
– – ﹤0.01% 480
2025
Q2 		$153K Hold
1,710
– – ﹤0.01% 477
2025
Q1 		$140K Sell
1,710
-297
-15% -$24K ﹤0.01% 487
2024
Q4 		$153K Sell
2,007
-7
-0.3% -$557 ﹤0.01% 481
2024
Q3 		$170K Buy
2,014
+29
+1% +$2.34K ﹤0.01% 469
2024
Q2 		$156K Buy
1,985
+18
+0.9% +$1.43K ﹤0.01% 469
2024
Q1 		$157K Hold
1,967
– – ﹤0.01% 489
2023
Q4 		$149K Buy
1,967
+28
+1% +$1.98K ﹤0.01% 515
2023
Q3 		$134K Buy
1,939
+11
+0.6% +$792 ﹤0.01% 501
2023
Q2 		$141K Buy
1,928
+109
+6% +$7.95K ﹤0.01% 496
2023
Q1 		$131K Hold
1,819
– – ﹤0.01% 434
2022
Q4 		$120K Sell
1,819
-8,170
-82% -$513K ﹤0.01% 446
2022
Q3 		$561K Buy
9,989
+744
+8% +$46.6K 0.01% 266
2022
Q2 		$580K Buy
9,245
+992
+12% +$67.7K 0.01% 267
2022
Q1 		$608K Buy
8,253
+3,289
+66% +$248K 0.01% 276
2021
Q4 		$395K Buy
4,964
+900
+22% +$71.7K 0.01% 324
2021
Q3 		$319K Buy
+4,064
New +$326K 0.01% 301

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Bartlett & Co Wealth Management's ESGD Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 378% in Q1 2026, buying an estimated $789K and bringing the position to 10,081 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #270.

Bartlett & Co Wealth Management first reported a position in ESGD in Q3 2021 and has held it in 19 quarters since. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Bartlett & Co Wealth Management held 10,081 shares of iShares ESG Aware MSCI EAFE ETF worth $1M as of Q1 2026.
  • Bartlett & Co Wealth Management bought 7,971 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $789K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #270 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2021 and has held it in 19 quarters since.
  • 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.