Creative Planning’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Creative Planning’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	$57M	Buy	595,730 +35,802	+6%	+$3.54M	0.04%	196
2025 Q4	$53.2M	Buy	559,928 +5,631	+1%	+$531K	0.04%	194
2025 Q3	$51.5M	Buy	554,297 +4,751	+0.9%	+$430K	0.04%	183
2025 Q2	$49M	Sell	549,546 -120	-0%	-$10.2K	0.04%	173
2025 Q1	$44.9M	Buy	549,666 +9,978	+2%	+$805K	0.04%	179
2024 Q4	$41.1M	Buy	539,688 +25,500	+5%	+$2.03M	0.04%	173
2024 Q3	$43.3M	Sell	514,188 -3,605	-0.7%	-$291K	0.04%	163
2024 Q2	$40.8M	Buy	517,793 +8,020	+2%	+$637K	0.04%	162
2024 Q1	$40.7M	Buy	509,773 +1,543	+0.3%	+$118K	0.05%	158
2023 Q4	$38.4M	Buy	508,230 +28,646	+6%	+$2.03M	0.07%	153
2023 Q3	$33.2M	Buy	479,584 +3,404	+0.7%	+$245K	0.04%	172
2023 Q2	$34.7M	Sell	476,180 -14,101	-3%	-$1.03M	0.05%	155
2023 Q1	$35.2M	Sell	490,281 -12,522	-2%	-$879K	0.05%	142
2022 Q4	$33.1M	Sell	502,803 -8,735	-2%	-$549K	0.05%	148
2022 Q3	$28.7M	Buy	511,538 +175,019	+52%	+$11M	0.05%	143
2022 Q2	$21.1M	Sell	336,519 -43,614	-11%	-$2.98M	0.03%	188
2022 Q1	$28M	Buy	380,133 +113,341	+42%	+$8.54M	0.04%	158
2021 Q4	$21.2M	Buy	266,792 +46,188	+21%	+$3.68M	0.03%	178
2021 Q3	$17.3M	Buy	220,604 +124,435	+129%	+$9.99M	0.03%	194
2021 Q2	$7.6M	Sell	96,169 -50,490	-34%	-$4.02M	0.01%	312
2021 Q1	$11.1M	Buy	146,659 +12,613	+9%	+$950K	0.02%	255
2020 Q4	$9.79M	Buy	134,046 +16,333	+14%	+$1.12M	0.02%	264
2020 Q3	$7.47M	Sell	117,713 -1,193	-1%	-$76.2K	0.02%	259
2020 Q2	$7.2M	Buy	118,906 +10,607	+10%	+$609K	0.02%	232
2020 Q1	$5.76M	Sell	108,299 -108,806	-50%	-$6.85M	0.02%	236
2019 Q4	$14.9M	Sell	217,105 -169	-0.1%	-$11.3K	0.04%	145
2019 Q3	$13.9M	Buy	217,274 +14,525	+7%	+$918K	0.05%	143
2019 Q2	$13M	Buy	202,749 +65,640	+48%	+$4.19M	0.04%	146
2019 Q1	$8.66M	Buy	137,109 +84,534	+161%	+$5.19M	0.03%	184
2018 Q4	$3.02M	Buy	+52,575	New	+$3.19M	0.01%	340

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 Planning's ESGD Position: Q1 2026 in Review

Creative Planning increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 6.4% in Q1 2026, buying an estimated $3.54M and bringing the position to 595,730 shares worth $57M. The position accounts for 0.04% of the portfolio, ranked #196.

Creative Planning first reported a position in ESGD in Q4 2018 and has held it in 30 quarters since. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Creative Planning held 595,730 shares of iShares ESG Aware MSCI EAFE ETF worth $57M as of Q1 2026.
Creative Planning bought 35,802 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $3.54M.
iShares ESG Aware MSCI EAFE ETF made up 0.04% of Creative Planning's portfolio in Q1 2026, its #196 holding.
Creative Planning first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2018 and has held it in 30 quarters since.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.