CFGS
ESGD icon

Concourse Financial Group Securities’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-699
Closed -$54.9K – 630
2024
Q4 		$54.9K Hold
699
– – ﹤0.01% 1173
2024
Q3 		$58.8K Sell
699
-1,611
-70% -$130K ﹤0.01% 1124
2024
Q2 		$182K Hold
2,310
– – 0.01% 713
2024
Q1 		$185K Sell
2,310
-61
-3% -$4.67K 0.01% 703
2023
Q4 		$179K Sell
2,371
-460
-16% -$32.6K 0.01% 684
2023
Q3 		$196K Sell
2,831
-15
-0.5% -$1.08K 0.02% 623
2023
Q2 		$208K Buy
2,846
+189
+7% +$13.8K 0.02% 631
2023
Q1 		$191K Buy
2,657
+774
+41% +$54.3K 0.01% 657
2022
Q4 		$124K Buy
+1,883
New +$118K 0.01% 770

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Concourse Financial Group Securities's ESGD Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2025, closing a stake of 699 shares — an estimated $54.9K sold.

Concourse Financial Group Securities first reported a position in ESGD in Q4 2022 and held it in 9 quarters. The position peaked at $208K in Q2 2023. 607 funds tracked by Wall St. Rank hold ESGD as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 699 iShares ESG Aware MSCI EAFE ETF shares in Q1 2025, an estimated $54.9K.
  • Concourse Financial Group Securities first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and held it in 9 quarters.
  • Concourse Financial Group Securities's iShares ESG Aware MSCI EAFE ETF position peaked at $208K in Q2 2023.
  • 607 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.