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BridgePort Financial Solutions’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

BridgePort Financial Solutions’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 		$321K Sell
3,355
-99
-3% -$9.8K 0.09% 167
2025
Q4 		$328K Buy
3,454
+593
+21% +$55.9K 0.09% 174
2025
Q3 		$266K Buy
2,861
+315
+12% +$28.5K 0.07% 192
2025
Q2 		$227K Buy
+2,546
New +$217K 0.08% 176

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

BridgePort Financial Solutions's ESGD Position: Q1 2026 in Review

BridgePort Financial Solutions reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2.9% in Q1 2026, selling an estimated $9.8K and leaving 3,355 shares worth $321K. The position accounts for 0.09% of the portfolio, ranked #167.

BridgePort Financial Solutions first reported a position in ESGD in Q2 2025 and has held it in 4 quarters since. The position peaked at $328K in Q4 2025. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • BridgePort Financial Solutions held 3,355 shares of iShares ESG Aware MSCI EAFE ETF worth $321K as of Q1 2026.
  • BridgePort Financial Solutions sold 99 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $9.8K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.09% of BridgePort Financial Solutions's portfolio in Q1 2026, its #167 holding.
  • BridgePort Financial Solutions first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2025 and has held it in 4 quarters since.
  • BridgePort Financial Solutions's iShares ESG Aware MSCI EAFE ETF position peaked at $328K in Q4 2025.
  • 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.