Choreo LLC’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Choreo LLC’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	$2.49M	Sell	25,995 -131	-0.5%	-$13K	0.03%	344
2025 Q4	$2.5M	Buy	26,126 +469	+2%	+$44.2K	0.03%	324
2025 Q3	$2.39M	Sell	25,657 -296	-1%	-$26.8K	0.03%	339
2025 Q2	$2.32M	Sell	25,953 -1,515	-6%	-$129K	0.03%	334
2025 Q1	$2.24M	Sell	27,468 -1,345	-5%	-$109K	0.03%	311
2024 Q4	$2.19M	Sell	28,813 -1,146	-4%	-$91.2K	0.03%	329
2024 Q3	$2.5M	Sell	29,959 -12	-0%	-$970	0.04%	300
2024 Q2	$2.36M	Buy	29,971 +3,015	+11%	+$239K	0.04%	284
2024 Q1	$2.15M	Sell	26,956 -263	-1%	-$20.1K	0.06%	170
2023 Q4	$2.06M	Sell	27,219 -19	-0.1%	-$1.35K	0.06%	169
2023 Q3	$1.88M	Buy	27,238 +1,240	+5%	+$89.3K	0.07%	148
2023 Q2	$1.9M	Buy	25,998 +172	+0.7%	+$12.5K	0.06%	150
2023 Q1	$1.86M	Buy	+25,826	New	+$1.81M	0.07%	158

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

Choreo LLC's ESGD Position: Q1 2026 in Review

Choreo LLC reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.5% in Q1 2026, selling an estimated $13K and leaving 25,995 shares worth $2.49M. The position accounts for 0.03% of the portfolio, ranked #344.

Choreo LLC first reported a position in ESGD in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.5M in Q3 2024. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Choreo LLC held 25,995 shares of iShares ESG Aware MSCI EAFE ETF worth $2.49M as of Q1 2026.
Choreo LLC sold 131 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $13K.
iShares ESG Aware MSCI EAFE ETF made up 0.03% of Choreo LLC's portfolio in Q1 2026, its #344 holding.
Choreo LLC first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2023 and has held it in 13 quarters since.
Choreo LLC's iShares ESG Aware MSCI EAFE ETF position peaked at $2.5M in Q3 2024.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.