Cerity Partners
ESGD icon

Cerity Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Cerity Partners’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
Q3 		$11M Buy
106,979
+8,839
+9% +$928K 0.01% 741
2026
Q2 		$10.1M Buy
98,140
+11,732
+14% +$1.19M 0.01% 769
2026
Q1 		$8.26M Buy
86,408
+3,749
+5% +$371K 0.01% 792
2025
Q4 		$7.86M Buy
82,659
+4,306
+5% +$406K 0.01% 749
2025
Q3 		$7.29M Sell
78,353
-453
-0.6% -$41K 0.01% 716
2025
Q2 		$7.03M Buy
78,806
+125
+0.2% +$10.7K 0.01% 670
2025
Q1 		$6.43M Buy
78,681
+23,490
+43% +$1.9M 0.01% 636
2024
Q4 		$4.2M Buy
55,191
+1,960
+4% +$156K 0.01% 781
2024
Q3 		$4.48M Sell
53,231
-260
-0.5% -$21K 0.01% 735
2024
Q2 		$4.21M Buy
53,491
+358
+0.7% +$28.4K 0.01% 656
2024
Q1 		$4.22M Sell
53,133
-1,163
-2% -$89.1K 0.01% 699
2023
Q4 		$4.1M Buy
54,296
+39,820
+275% +$2.82M 0.01% 584
2023
Q3 		$1M Sell
14,476
-22,932
-61% -$1.65M ﹤0.01% 759
2023
Q2 		$2.73M Buy
37,408
+4,330
+13% +$316K 0.01% 645
2023
Q1 		$2.38M Sell
33,078
-377
-1% -$26.5K 0.01% 673
2022
Q4 		$2.2M Sell
33,455
-980
-3% -$61.5K 0.01% 513
2022
Q3 		$1.93M Buy
34,435
+1,807
+6% +$113K 0.02% 374
2022
Q2 		$2.05M Buy
32,628
+903
+3% +$61.6K 0.02% 393
2022
Q1 		$2.34M Buy
31,725
+10,354
+48% +$780K 0.04% 302
2021
Q4 		$1.7M Buy
21,371
+4,874
+30% +$388K 0.03% 349
2021
Q3 		$1.29M Buy
16,497
+1,077
+7% +$86.5K 0.03% 324
2021
Q2 		$1.22M Buy
15,420
+5,235
+51% +$417K 0.03% 341
2021
Q1 		$773K Buy
10,185
+2,949
+41% +$222K 0.02% 379
2020
Q4 		$529K Buy
+7,236
New +$494K 0.02% 401

Other funds holding ESGD

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Cerity Partners's ESGD Position: Q3 2026 in Review

Cerity Partners increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 9% in Q3 2026, buying an estimated $928K and bringing the position to 106,979 shares worth $11M. The position accounts for 0.01% of the portfolio, ranked #741.

Cerity Partners first reported a position in ESGD in Q4 2020 and has held it in 24 quarters since. 689 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Cerity Partners held 106,979 shares of iShares ESG Aware MSCI EAFE ETF worth $11M as of Q3 2026.
  • Cerity Partners bought 8,839 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $928K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of Cerity Partners's portfolio in Q3 2026, its #741 holding.
  • Cerity Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and has held it in 24 quarters since.
  • 689 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Cerity Partners's 13F filing for Q3 2026, filed 13 Nov 2026.