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

Clarius Group 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
2025
Q4 		$13.4M Sell
140,693
-988
-0.7% -$93.1K 0.76% 22
2025
Q3 		$13.2M Buy
141,681
+133
+0.1% +$12K 0.78% 20
2025
Q2 		$12.6M Sell
141,548
-1,667
-1% -$142K 0.74% 20
2025
Q1 		$11.7M Buy
143,215
+21,598
+18% +$1.74M 0.73% 20
2024
Q4 		$9.26M Buy
121,617
+35,059
+41% +$2.79M 0.63% 25
2024
Q3 		$7.29M Buy
86,558
+4,406
+5% +$356K 0.51% 28
2024
Q2 		$6.47M Buy
82,152
+1,889
+2% +$150K 0.46% 30
2024
Q1 		$6.41M Sell
80,263
-1,179
-1% -$90.3K 0.44% 30
2023
Q4 		$6.15M Buy
81,442
+2,875
+4% +$204K 0.51% 30
2023
Q3 		$5.43M Sell
78,567
-7,009
-8% -$505K 0.52% 30
2023
Q2 		$6.24M Buy
85,576
+964
+1% +$70.3K 0.48% 28
2023
Q1 		$6.08M Buy
84,612
+7,525
+10% +$528K 0.52% 26
2022
Q4 		$5.07M Buy
77,087
+32,870
+74% +$2.06M 0.46% 33
2022
Q3 		$2.48M Sell
44,217
-14,336
-24% -$899K 0.25% 55
2022
Q2 		$3.67M Buy
58,553
+35,996
+160% +$2.46M 0.37% 37
2022
Q1 		$1.79M Hold
22,557
– – 0.14% 86
2021
Q4 		$1.79M Buy
22,557
+8,492
+60% +$676K 0.14% 86
2021
Q3 		$1.1M Buy
14,065
+4,547
+48% +$365K 0.1% 113
2021
Q2 		$752K Buy
9,518
+309
+3% +$24.6K 0.07% 152
2021
Q1 		$699K Buy
9,209
+1,521
+20% +$115K 0.07% 143
2020
Q4 		$562K Buy
7,688
+736
+11% +$50.3K 0.06% 159
2020
Q3 		$441K Hold
6,952
– – 0.06% 155
2020
Q2 		$421K Buy
+6,952
New +$399K 0.06% 162

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Clarius Group LLC's ESGD Position: Q4 2025 in Review

Clarius Group LLC reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.7% in Q4 2025, selling an estimated $93.1K and leaving 140,693 shares worth $13.4M. The position accounts for 0.76% of the portfolio, ranked #22.

Clarius Group LLC first reported a position in ESGD in Q2 2020 and has held it in 23 quarters since. 720 funds tracked by Wall St. Rank hold ESGD as of Q4 2025.

  • Clarius Group LLC held 140,693 shares of iShares ESG Aware MSCI EAFE ETF worth $13.4M as of Q4 2025.
  • Clarius Group LLC sold 988 iShares ESG Aware MSCI EAFE ETF shares in Q4 2025, an estimated $93.1K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.76% of Clarius Group LLC's portfolio in Q4 2025, its #22 holding.
  • Clarius Group LLC first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2020 and has held it in 23 quarters since.
  • 720 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.