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Beacon Capital Management LLC (Tennessee)’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
-100
Closed -$8.92K – 393
2025
Q2 		$8.92K Buy
+100
New +$8.53K ﹤0.01% 652

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Morgan Stanley
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TIAA Trust, National Association
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Betterment LLC
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s ESGD Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2025, closing a stake of 100 shares — an estimated $8.92K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in ESGD in Q2 2025 and held it in 1 quarter. The position peaked at $8.92K in Q2 2025. 642 funds tracked by Wall St. Rank hold ESGD as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 100 iShares ESG Aware MSCI EAFE ETF shares in Q3 2025, an estimated $8.92K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2025 and held it in 1 quarter.
  • Beacon Capital Management LLC (Tennessee)'s iShares ESG Aware MSCI EAFE ETF position peaked at $8.92K in Q2 2025.
  • 642 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.