Darden Wealth Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Darden Wealth Group’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	$405K	Hold	4,233	–	–	0.21%	92
2025 Q4	$403K	Hold	4,233	–	–	0.2%	95
2025 Q3	$394K	Hold	4,233	–	–	0.21%	93
2025 Q2	$378K	Hold	4,233	–	–	0.23%	89
2025 Q1	$346K	Hold	4,233	–	–	0.27%	72
2024 Q4	$322K	Hold	4,233	–	–	0.22%	79
2024 Q3	$356K	Hold	4,233	–	–	0.26%	75
2024 Q2	$333K	Hold	4,233	–	–	0.2%	73
2024 Q1	$338K	Sell	4,233 -15	-0.4%	-$1.15K	0.27%	75
2023 Q4	$321K	Buy	+4,248	New	+$301K	0.31%	71

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

Darden Wealth Group's ESGD Position: Q1 2026 in Review

Darden Wealth Group held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q1 2026 at 4,233 shares worth $405K. The position accounts for 0.21% of the portfolio, ranked #92.

Darden Wealth Group first reported a position in ESGD in Q4 2023 and has held it in 10 quarters since. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Darden Wealth Group held 4,233 shares of iShares ESG Aware MSCI EAFE ETF worth $405K as of Q1 2026.
Darden Wealth Group left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.21% of Darden Wealth Group's portfolio in Q1 2026, its #92 holding.
Darden Wealth Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Darden Wealth Group's 13F filing for Q1 2026, filed 8 May 2026.