CWM
ESGD icon

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

Cranbrook 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
2026
Q1 		$2.38M Sell
24,870
-646
-3% -$63.9K 0.48% 40
2025
Q4 		$2.43M Buy
25,516
+16
+0.1% +$1.51K 0.48% 41
2025
Q3 		$2.37M Buy
25,500
+1,203
+5% +$109K 0.48% 42
2025
Q2 		$2.17M Sell
24,297
-315
-1% -$26.9K 0.46% 42
2025
Q1 		$2.01M Sell
24,612
-948
-4% -$76.5K 0.47% 42
2024
Q4 		$1.95M Sell
25,560
-261
-1% -$20.8K 0.45% 42
2024
Q3 		$2.17M Sell
25,821
-1,176
-4% -$95K 0.5% 41
2024
Q2 		$2.13M Sell
26,997
-6,043
-18% -$480K 0.52% 39
2024
Q1 		$2.64M Sell
33,040
-569
-2% -$43.6K 0.67% 36
2023
Q4 		$2.54M Buy
33,609
+1,388
+4% +$98.3K 0.68% 37
2023
Q3 		$2.23M Buy
32,221
+175
+0.5% +$12.6K 0.66% 39
2023
Q2 		$2.34M Sell
32,046
-3,310
-9% -$241K 0.65% 40
2023
Q1 		$2.54M Buy
35,356
+18
+0.1% +$1.26K 0.72% 40
2022
Q4 		$2.32M Buy
35,338
+93
+0.3% +$5.84K 0.63% 40
2022
Q3 		$1.98M Buy
35,245
+6,678
+23% +$419K 0.51% 43
2022
Q2 		$1.79M Buy
28,567
+2,502
+10% +$171K 0.45% 45
2022
Q1 		$1.92M Buy
26,065
+1,877
+8% +$141K 0.42% 48
2021
Q4 		$1.92M Buy
24,188
+1,329
+6% +$106K 0.41% 49
2021
Q3 		$1.79M Buy
22,859
+799
+4% +$64.1K 0.41% 49
2021
Q2 		$1.74M Buy
22,060
+2,237
+11% +$178K 0.4% 49
2021
Q1 		$1.5M Buy
19,823
+2,807
+16% +$211K 0.36% 49
2020
Q4 		$1.24M Buy
17,016
+1,484
+10% +$101K 0.32% 52
2020
Q3 		$986K Buy
15,532
+2,354
+18% +$150K 0.28% 52
2020
Q2 		$798K Buy
13,178
+2,730
+26% +$157K 0.24% 54
2020
Q1 		$555K Buy
10,448
+5,245
+101% +$330K 0.19% 55
2019
Q4 		$358K Buy
5,203
+2,764
+113% +$184K 0.1% 70
2019
Q3 		$156K Buy
2,439
+1,573
+182% +$99.5K 0.04% 93
2019
Q2 		$56K Buy
866
+410
+90% +$26.2K 0.02% 125
2019
Q1 		$29K Buy
+456
New +$28K 0.01% 155

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

Cranbrook Wealth Management's ESGD Position: Q1 2026 in Review

Cranbrook Wealth Management reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2.5% in Q1 2026, selling an estimated $63.9K and leaving 24,870 shares worth $2.38M. The position accounts for 0.48% of the portfolio, ranked #40.

Cranbrook Wealth Management first reported a position in ESGD in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.64M in Q1 2024. 746 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Cranbrook Wealth Management held 24,870 shares of iShares ESG Aware MSCI EAFE ETF worth $2.38M as of Q1 2026.
  • Cranbrook Wealth Management sold 646 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $63.9K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.48% of Cranbrook Wealth Management's portfolio in Q1 2026, its #40 holding.
  • Cranbrook Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2019 and has held it in 29 quarters since.
  • Cranbrook Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $2.64M in Q1 2024.
  • 746 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.