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Diversified Enterprises’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Diversified Enterprises’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 		$1.07M Buy
11,215
+25
+0.2% +$2.47K 0.06% 147
2025
Q4 		$1.06M Buy
11,190
+1
+0% +$94 0.06% 127
2025
Q3 		$1.04M Sell
11,189
-52
-0.5% -$4.71K 0.07% 98
2025
Q2 		$1M Buy
11,241
+396
+4% +$33.8K 0.07% 97
2025
Q1 		$886K Buy
10,845
+1,502
+16% +$121K 0.07% 101
2024
Q4 		$711K Sell
9,343
-5,700
-38% -$454K 0.07% 102
2024
Q3 		$1.27M Buy
+15,043
New +$1.22M 0.14% 65

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

Diversified Enterprises's ESGD Position: Q1 2026 in Review

Diversified Enterprises increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.22% in Q1 2026, buying an estimated $2.47K and bringing the position to 11,215 shares worth $1.07M. The position accounts for 0.06% of the portfolio, ranked #147.

Diversified Enterprises first reported a position in ESGD in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.27M in Q3 2024. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Diversified Enterprises held 11,215 shares of iShares ESG Aware MSCI EAFE ETF worth $1.07M as of Q1 2026.
  • Diversified Enterprises bought 25 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $2.47K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.06% of Diversified Enterprises's portfolio in Q1 2026, its #147 holding.
  • Diversified Enterprises first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2024 and has held it in 7 quarters since.
  • Diversified Enterprises's iShares ESG Aware MSCI EAFE ETF position peaked at $1.27M in Q3 2024.
  • 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Diversified Enterprises's 13F filing for Q1 2026, filed 15 May 2026.