Brio Consultants’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Brio Consultants’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	$3.93M	Buy	39,017 +1,557	+4%	+$154K	0.48%	43
2025 Q4	$3.56M	Buy	37,460 +2,118	+6%	+$200K	0.46%	41
2025 Q3	$3.29M	Buy	35,342 +1,487	+4%	+$135K	0.45%	41
2025 Q2	$3.02M	Buy	33,855 +2,762	+9%	+$236K	0.44%	41
2025 Q1	$2.54M	Buy	31,093 +1,238	+4%	+$99.9K	0.4%	43
2024 Q4	$2.27M	Buy	29,855 +3,202	+12%	+$255K	0.36%	47
2024 Q3	$2.24M	Buy	26,653 +983	+4%	+$79.4K	0.36%	44
2024 Q2	$2.02M	Buy	25,670 +2,534	+11%	+$201K	0.33%	47
2024 Q1	$1.85M	Sell	23,136 -218	-0.9%	-$16.7K	0.31%	47
2023 Q4	$1.76M	Buy	23,354 +1,830	+9%	+$130K	0.31%	46
2023 Q3	$1.49M	Buy	21,524 +374	+2%	+$26.9K	0.28%	48
2023 Q2	$1.54M	Buy	21,150 +1,187	+6%	+$86.6K	0.28%	45
2023 Q1	$1.43M	Buy	19,963 +1,579	+9%	+$111K	0.27%	46
2022 Q4	$1.21M	Buy	18,384 +1,321	+8%	+$83K	0.24%	49
2022 Q3	$992K	Buy	+17,063	New	+$1.07M	0.21%	51

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

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

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 New York $871B AUM 31.28% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Brio Consultants's ESGD Position: Q1 2026 in Review

Brio Consultants increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 4.2% in Q1 2026, buying an estimated $154K and bringing the position to 39,017 shares worth $3.93M. The position accounts for 0.48% of the portfolio, ranked #43.

Brio Consultants first reported a position in ESGD in Q3 2022 and has held it in 15 quarters since. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Brio Consultants held 39,017 shares of iShares ESG Aware MSCI EAFE ETF worth $3.93M as of Q1 2026.
Brio Consultants bought 1,557 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $154K.
iShares ESG Aware MSCI EAFE ETF made up 0.48% of Brio Consultants's portfolio in Q1 2026, its #43 holding.
Brio Consultants first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2022 and has held it in 15 quarters since.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.