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Caldwell Trust’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Caldwell Trust’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
2023
Q2 		– Sell
-1,291
Closed -$92.7K – 764
2023
Q1 		$92.7K Sell
1,291
-40
-3% -$2.81K 0.01% 354
2022
Q4 		$87.5K Buy
1,331
+72
+6% +$4.52K 0.01% 355
2022
Q3 		$70.7K Buy
1,259
+641
+104% +$40.2K 0.01% 375
2022
Q2 		$38.8K Hold
618
– – 0.01% 481
2022
Q1 		$45.6K Buy
618
+15
+2% +$1.13K 0.01% 475
2021
Q4 		$47.9K Hold
603
– – 0.01% 469
2021
Q3 		$47.3K Buy
603
+58
+11% +$4.66K 0.01% 460
2021
Q2 		$43.1K Buy
+545
New +$43.4K 0.01% 472

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Caldwell Trust's ESGD Position: Q2 2023 in Review

Caldwell Trust sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2023, closing a stake of 1,291 shares — an estimated $92.7K sold.

Caldwell Trust first reported a position in ESGD in Q2 2021 and held it in 8 quarters. The position peaked at $92.7K in Q1 2023. 562 funds tracked by Wall St. Rank hold ESGD as of Q2 2023.

  • Caldwell Trust reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2023 after selling out during the quarter.
  • Caldwell Trust sold 1,291 iShares ESG Aware MSCI EAFE ETF shares in Q2 2023, an estimated $92.7K.
  • Caldwell Trust first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2021 and held it in 8 quarters.
  • Caldwell Trust's iShares ESG Aware MSCI EAFE ETF position peaked at $92.7K in Q1 2023.
  • 562 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2023.

Based on Caldwell Trust's 13F filing for Q2 2023, filed 1 Oct 2025.