Congress Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Congress Wealth Management’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 Q2	$291K	Buy	3,260 +185	+6%	+$15.8K	﹤0.01%	1075
2025 Q1	$251K	Buy	+3,075	New	+$248K	﹤0.01%	977
2022 Q2	–	Sell	-7,651	Closed	-$565K	–	568
2022 Q1	$565K	Buy	7,651 +446	+6%	+$33.6K	0.01%	431
2021 Q4	$572K	Buy	+7,205	New	+$574K	0.01%	446

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Congress Wealth Management's ESGD Position: Q2 2025 in Review

Congress Wealth Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 6% in Q2 2025, buying an estimated $15.8K and bringing the position to 3,260 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

Congress Wealth Management first reported a position in ESGD in Q4 2021 and has held it in 4 quarters since. The position peaked at $572K in Q4 2021. 645 funds tracked by Wall St. Rank hold ESGD as of Q2 2025.

Congress Wealth Management held 3,260 shares of iShares ESG Aware MSCI EAFE ETF worth $291K as of Q2 2025.
Congress Wealth Management bought 185 iShares ESG Aware MSCI EAFE ETF shares in Q2 2025, an estimated $15.8K.
iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1075 holding.
Congress Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and has held it in 4 quarters since.
Congress Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $572K in Q4 2021.
645 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.