Coppell Advisory Solutions’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Coppell Advisory Solutions’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	-1,158	Closed	-$88.1K	–	791
2024 Q4	$88.1K	Buy	1,158 +624	+117%	+$49.6K	0.01%	446
2024 Q3	$45.1K	Sell	534 -329	-38%	-$26.6K	0.01%	583
2024 Q2	$68K	Buy	+863	New	+$68.5K	0.01%	429
2023 Q4	$42.3K	Buy	560 +81	+17%	+$5.74K	0.01%	532
2023 Q3	$31.5K	Sell	479 -761	-61%	-$54.8K	0.01%	423
2023 Q2	$89.3K	Buy	+1,240	New	+$90.5K	0.03%	280
2023 Q1	–	Sell	-479	Closed	-$31.5K	–	468
2022 Q4	$31.5K	Buy	+479	New	+$30.1K	0.01%	426

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Coppell Advisory Solutions's ESGD Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2025, closing a stake of 1,158 shares — an estimated $88.1K sold.

Coppell Advisory Solutions first reported a position in ESGD in Q4 2022 and held it in 7 quarters. The position peaked at $89.3K in Q2 2023. 606 funds tracked by Wall St. Rank hold ESGD as of Q1 2025.

Coppell Advisory Solutions reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 1,158 iShares ESG Aware MSCI EAFE ETF shares in Q1 2025, an estimated $88.1K.
Coppell Advisory Solutions first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's iShares ESG Aware MSCI EAFE ETF position peaked at $89.3K in Q2 2023.
606 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.