Bellwether Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Bellwether 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
2025 Q3	–	Sell	-1,717	Closed	-$153K	–	278
2025 Q2	$153K	Hold	1,717	–	–	0.03%	144
2025 Q1	$140K	Hold	1,717	–	–	0.03%	148
2024 Q4	$131K	Buy	+1,717	New	+$137K	0.02%	160
2023 Q2	–	Sell	-979	Closed	-$70.3K	–	208
2023 Q1	$70.3K	Hold	979	–	–	0.02%	170
2022 Q4	$64.4K	Hold	979	–	–	0.02%	175
2022 Q3	$54K	Hold	979	–	–	0.02%	156
2022 Q2	$61K	Hold	979	–	–	0.02%	156
2022 Q1	$72K	Hold	979	–	–	0.02%	174
2021 Q4	$77K	Hold	979	–	–	0.02%	166
2021 Q3	$76K	Hold	979	–	–	0.03%	182
2021 Q2	$77K	Buy	979 +734	+300%	+$58.4K	0.03%	163
2021 Q1	$18K	Hold	245	–	–	0.01%	209
2020 Q4	$17K	Buy	+245	New	+$16.7K	0.01%	205

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bellwether Advisors's ESGD Position: Q3 2025 in Review

Bellwether Advisors sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2025, closing a stake of 1,717 shares — an estimated $153K sold.

Bellwether Advisors first reported a position in ESGD in Q4 2020 and held it in 13 quarters. The position peaked at $153K in Q2 2025. 642 funds tracked by Wall St. Rank hold ESGD as of Q3 2025.

Bellwether Advisors reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 1,717 iShares ESG Aware MSCI EAFE ETF shares in Q3 2025, an estimated $153K.
Bellwether Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $153K in Q2 2025.
642 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.