DL
ESGD icon

DOHJ LLC’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

DOHJ LLC’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 		– Sell
-183,380
Closed -$15.2M – 37
2025
Q2 		$15.2M Buy
183,380
+8,192
+5% +$698K 4.41% 3
2025
Q1 		$14.3M Buy
175,188
+8,864
+5% +$715K 3.27% 8
2024
Q4 		$12.7M Sell
166,324
-9,514
-5% -$757K 2.93% 8
2024
Q3 		$14.7M Sell
175,838
-10,821
-6% -$874K 3.42% 7
2024
Q2 		$14.7M Buy
186,659
+12,520
+7% +$994K 3.67% 6
2024
Q1 		$13.9M Buy
174,139
+5,017
+3% +$384K 3.69% 6
2023
Q4 		$12.8M Buy
169,122
+80,002
+90% +$5.67M 3.78% 6
2023
Q3 		$6.07M Sell
89,120
-5,220
-6% -$376K 2.71% 10
2023
Q2 		$6.88M Buy
94,340
+10,771
+13% +$786K 2.95% 9
2023
Q1 		$6M Buy
83,569
+46,816
+127% +$3.29M 3.04% 9
2022
Q4 		$2.42M Buy
36,753
+28,396
+340% +$1.78M 1.36% 24
2022
Q3 		$469K Sell
8,357
-20,218
-71% -$1.27M 0.32% 56
2022
Q2 		$1.79M Buy
28,575
+13,591
+91% +$928K 1.02% 31
2022
Q1 		$1.1M Buy
14,984
+922
+7% +$69.4K 0.53% 41
2021
Q4 		$1.12M Sell
14,062
-396
-3% -$31.5K 0.5% 45
2021
Q3 		$1.17M Buy
14,458
+3,358
+30% +$270K 0.55% 48
2021
Q2 		$877K Buy
11,100
+3,023
+37% +$241K 0.46% 56
2021
Q1 		$613K Sell
8,077
-110
-1% -$8.28K 0.36% 55
2020
Q4 		$608K Buy
+8,187
New +$559K 0.36% 52

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

DOHJ LLC's ESGD Position: Q3 2025 in Review

DOHJ LLC sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2025, closing a stake of 183,380 shares — an estimated $15.2M sold.

DOHJ LLC first reported a position in ESGD in Q4 2020 and held it in 19 quarters. The position peaked at $15.2M in Q2 2025. 642 funds tracked by Wall St. Rank hold ESGD as of Q3 2025.

  • DOHJ LLC reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • DOHJ LLC sold 183,380 iShares ESG Aware MSCI EAFE ETF shares in Q3 2025, an estimated $15.2M.
  • DOHJ LLC first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and held it in 19 quarters.
  • DOHJ LLC's iShares ESG Aware MSCI EAFE ETF position peaked at $15.2M in Q2 2025.
  • 642 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2025.

Based on DOHJ LLC's 13F filing for Q3 2025.