Corient Private Wealth
ESGD icon

Corient Private Wealth’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Corient Private Wealth’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 		$30.5M Sell
318,854
-290,098
-48% -$28.7M 0.04% 317
2025
Q4 		$57.9M Buy
608,952
+299,537
+97% +$28.2M 0.04% 332
2025
Q3 		$28.8M Sell
309,415
-16,086
-5% -$1.46M 0.05% 325
2025
Q2 		$29M Buy
325,501
+938
+0.3% +$80K 0.04% 321
2025
Q1 		$26.5M Sell
324,563
-1,276
-0.4% -$103K 0.04% 340
2024
Q4 		$24.8M Sell
325,839
-5,123
-2% -$408K 0.04% 353
2024
Q3 		$27.9M Sell
330,962
-5,481
-2% -$443K 0.04% 360
2024
Q2 		$26.5M Buy
336,443
+3,918
+1% +$311K 0.05% 335
2024
Q1 		$26.6M Sell
332,525
-22,744
-6% -$1.74M 0.05% 334
2023
Q4 		$26.8M Sell
355,269
-843
-0.2% -$59.7K 0.05% 330
2023
Q3 		$24.6M Sell
356,112
-4,265
-1% -$307K 0.06% 301
2023
Q2 		$26.3M Sell
360,377
-7,729
-2% -$564K 0.06% 286
2023
Q1 		$26.4M Buy
368,106
+10,498
+3% +$737K 0.07% 264
2022
Q4 		$23.5M Buy
+357,608
New +$22.5M 0.09% 245

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Corient Private Wealth's ESGD Position: Q1 2026 in Review

Corient Private Wealth reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 48% in Q1 2026, selling an estimated $28.7M and leaving 318,854 shares worth $30.5M. The position accounts for 0.04% of the portfolio, ranked #317.

Corient Private Wealth first reported a position in ESGD in Q4 2022 and has held it in 14 quarters since. The position peaked at $57.9M in Q4 2025. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Corient Private Wealth held 318,854 shares of iShares ESG Aware MSCI EAFE ETF worth $30.5M as of Q1 2026.
  • Corient Private Wealth sold 290,098 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $28.7M.
  • iShares ESG Aware MSCI EAFE ETF made up 0.04% of Corient Private Wealth's portfolio in Q1 2026, its #317 holding.
  • Corient Private Wealth first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's iShares ESG Aware MSCI EAFE ETF position peaked at $57.9M in Q4 2025.
  • 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.