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Blue Edge Capital’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Blue Edge Capital’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 		$4.42M Sell
46,183
-33
-0.1% -$3.27K 0.59% 48
2025
Q4 		$4.39M Sell
46,216
-1,701
-4% -$160K 0.59% 43
2025
Q3 		$4.46M Sell
47,917
-4,285
-8% -$388K 0.63% 43
2025
Q2 		$4.66M Buy
52,202
+4,293
+9% +$366K 0.69% 37
2025
Q1 		$3.91M Buy
47,909
+3,936
+9% +$318K 0.63% 43
2024
Q4 		$3.35M Sell
43,973
-1,483
-3% -$118K 0.53% 48
2024
Q3 		$3.83M Sell
45,456
-3,374
-7% -$273K 0.6% 47
2024
Q2 		$3.85M Buy
48,830
+542
+1% +$43K 0.64% 46
2024
Q1 		$3.86M Buy
48,288
+5,009
+12% +$384K 0.65% 47
2023
Q4 		$3.27M Buy
43,279
+6,577
+18% +$466K 0.62% 50
2023
Q3 		$2.54M Sell
36,702
-2,832
-7% -$204K 0.53% 52
2023
Q2 		$2.88M Buy
39,534
+4,339
+12% +$317K 0.58% 46
2023
Q1 		$2.53M Buy
35,195
+4,157
+13% +$292K 0.55% 50
2022
Q4 		$2.04M Sell
31,038
-1,332
-4% -$83.6K 0.47% 55
2022
Q3 		$1.82M Sell
32,370
-3,388
-9% -$212K 0.45% 56
2022
Q2 		$2.24M Sell
35,758
-692
-2% -$47.2K 0.52% 56
2022
Q1 		$2.69M Buy
36,450
+2,920
+9% +$220K 0.54% 56
2021
Q4 		$2.66M Buy
33,530
+1,949
+6% +$155K 0.51% 53
2021
Q3 		$2.48M Buy
31,581
+7,027
+29% +$564K 0.52% 54
2021
Q2 		$1.94M Buy
24,554
+1,001
+4% +$79.7K 0.4% 61
2021
Q1 		$1.79M Buy
23,553
+3,586
+18% +$270K 0.4% 58
2020
Q4 		$1.46M Buy
19,967
+561
+3% +$38.3K 0.35% 60
2020
Q3 		$1.23M Buy
19,406
+1,829
+10% +$117K 0.34% 62
2020
Q2 		$1.06M Buy
17,577
+862
+5% +$49.5K 0.32% 62
2020
Q1 		$889K Buy
16,715
+6,433
+63% +$405K 0.32% 58
2019
Q4 		$707K Buy
10,282
+4,962
+93% +$331K 0.22% 67
2019
Q3 		$341K Buy
+5,320
New +$336K 0.12% 81

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

Blue Edge Capital's ESGD Position: Q1 2026 in Review

Blue Edge Capital reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.07% in Q1 2026, selling an estimated $3.27K and leaving 46,183 shares worth $4.42M. The position accounts for 0.59% of the portfolio, ranked #48.

Blue Edge Capital first reported a position in ESGD in Q3 2019 and has held it in 27 quarters since. The position peaked at $4.66M in Q2 2025. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Blue Edge Capital held 46,183 shares of iShares ESG Aware MSCI EAFE ETF worth $4.42M as of Q1 2026.
  • Blue Edge Capital sold 33 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $3.27K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.59% of Blue Edge Capital's portfolio in Q1 2026, its #48 holding.
  • Blue Edge Capital first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2019 and has held it in 27 quarters since.
  • Blue Edge Capital's iShares ESG Aware MSCI EAFE ETF position peaked at $4.66M in Q2 2025.
  • 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Blue Edge Capital's 13F filing for Q1 2026, filed 2 Jun 2026.