Creative Capital Management Investments’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Creative Capital Management Investments’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	$30.7K	Hold	321	–	–	0.01%	151
2025 Q4	$30.5K	Hold	321	–	–	0.01%	144
2025 Q3	$29.8K	Hold	321	–	–	0.01%	141
2025 Q2	$28.6K	Hold	321	–	–	0.01%	151
2025 Q1	$26.2K	Hold	321	–	–	0.01%	137
2024 Q4	$24.4K	Hold	321	–	–	0.01%	144
2024 Q3	$27K	Hold	321	–	–	0.01%	122
2024 Q2	$25.3K	Hold	321	–	–	0.01%	112
2024 Q1	$25.7K	Hold	321	–	–	0.01%	110
2023 Q4	$24.2K	Hold	321	–	–	0.01%	113
2023 Q3	$22.2K	Buy	+321	New	+$23.1K	0.02%	118

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

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

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 New York $871B AUM 31.28% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Creative Capital Management Investments's ESGD Position: Q1 2026 in Review

Creative Capital Management Investments held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q1 2026 at 321 shares worth $30.7K. The position accounts for 0.01% of the portfolio, ranked #151.

Creative Capital Management Investments first reported a position in ESGD in Q3 2023 and has held it in 11 quarters since. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Creative Capital Management Investments held 321 shares of iShares ESG Aware MSCI EAFE ETF worth $30.7K as of Q1 2026.
Creative Capital Management Investments left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.01% of Creative Capital Management Investments's portfolio in Q1 2026, its #151 holding.
Creative Capital Management Investments first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2023 and has held it in 11 quarters since.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Creative Capital Management Investments's 13F filing for Q1 2026, filed 21 Apr 2026.