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D. Scott Neal’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

D. Scott Neal’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
Q3 		$306K Hold
3,288
– – 0.14% 47
2025
Q2 		$293K Sell
3,288
-105
-3% -$8.95K 0.15% 46
2025
Q1 		$277K Hold
3,393
– – 0.15% 46
2024
Q4 		$258K Buy
3,393
+25
+0.7% +$1.99K 0.14% 49
2024
Q3 		$283K Sell
3,368
-135
-4% -$10.9K 0.15% 50
2024
Q2 		$276K Sell
3,503
-103
-3% -$8.18K 0.15% 56
2024
Q1 		$288K Hold
3,606
– – 0.19% 55
2023
Q4 		$272K Hold
3,606
– – 0.24% 51
2023
Q3 		$249K Buy
3,606
+52
+1% +$3.74K 0.21% 55
2023
Q2 		$259K Buy
+3,554
New +$259K 0.19% 57

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

D. Scott Neal's ESGD Position: Q3 2025 in Review

D. Scott Neal held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q3 2025 at 3,288 shares worth $306K. The position accounts for 0.14% of the portfolio, ranked #47.

D. Scott Neal first reported a position in ESGD in Q2 2023 and has held it in 10 quarters since. 642 funds tracked by Wall St. Rank hold ESGD as of Q3 2025.

  • D. Scott Neal held 3,288 shares of iShares ESG Aware MSCI EAFE ETF worth $306K as of Q3 2025.
  • D. Scott Neal left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q3 2025.
  • iShares ESG Aware MSCI EAFE ETF made up 0.14% of D. Scott Neal's portfolio in Q3 2025, its #47 holding.
  • D. Scott Neal first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2023 and has held it in 10 quarters since.
  • 642 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2025.

Based on D. Scott Neal's 13F filing for Q3 2025, filed 28 Oct 2025.