Dorsey & Whitney Trust
ESGD icon

Dorsey & Whitney Trust’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Dorsey & Whitney Trust’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
Q3 		$3.61M Hold
35,002
– – 0.16% 128
2026
Q2 		$3.6M Sell
35,002
-2,000
-5% -$203K 0.18% 123
2026
Q1 		$3.54M Hold
37,002
– – 0.19% 117
2025
Q4 		$3.52M Hold
37,002
– – 0.19% 118
2025
Q3 		$3.44M Hold
37,002
– – 0.18% 115
2025
Q2 		$3.3M Buy
37,002
+4,000
+12% +$341K 0.17% 117
2025
Q1 		$2.7M Buy
33,002
+4,000
+14% +$323K 0.16% 130
2024
Q4 		$2.21M Sell
29,002
-3,500
-11% -$278K 0.12% 154
2024
Q3 		$2.74M Buy
32,502
+2,500
+8% +$202K 0.15% 130
2024
Q2 		$2.36M Buy
30,002
+3,800
+15% +$302K 0.16% 120
2024
Q1 		$2.09M Buy
26,202
+5,200
+25% +$398K 0.14% 126
2023
Q4 		$1.59M Sell
21,002
-500
-2% -$35.4K 0.12% 159
2023
Q3 		$1.49M Hold
21,502
– – 0.13% 146
2023
Q2 		$1.57M Hold
21,502
– – 0.13% 153
2023
Q1 		$1.54M Buy
21,502
+5,000
+30% +$351K 0.14% 147
2022
Q4 		$1.08M Buy
16,502
+834
+5% +$52.4K 0.11% 180
2022
Q3 		$879K Hold
15,668
– – 0.09% 195
2022
Q2 		$984K Hold
15,668
– – 0.1% 186
2022
Q1 		$1.16M Buy
15,668
+327
+2% +$24.6K 0.1% 176
2021
Q4 		$1.22M Hold
15,341
– – 0.1% 176
2021
Q3 		$1.2M Hold
15,341
– – 0.11% 165
2021
Q2 		$1.21M Buy
15,341
+2,000
+15% +$159K 0.12% 165
2021
Q1 		$1.01M Buy
13,341
+2,000
+18% +$151K 0.1% 190
2020
Q4 		$828K Hold
11,341
– – 0.1% 181
2020
Q3 		$720K Buy
11,341
+1,000
+10% +$63.8K 0.1% 183
2020
Q2 		$627K Buy
10,341
+3,246
+46% +$186K 0.09% 200
2020
Q1 		$377K Buy
7,095
+1,800
+34% +$113K 0.06% 238
2019
Q4 		$364K Hold
5,295
– – 0.05% 290
2019
Q3 		$340K Hold
5,295
– – 0.05% 281
2019
Q2 		$341K Hold
5,295
– – 0.05% 268
2019
Q1 		$335K Buy
+5,295
New +$325K 0.05% 262

Other funds holding ESGD

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Dorsey & Whitney Trust's ESGD Position: Q3 2026 in Review

Dorsey & Whitney Trust held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q3 2026 at 35,002 shares worth $3.61M. The position accounts for 0.16% of the portfolio, ranked #128.

Dorsey & Whitney Trust first reported a position in ESGD in Q1 2019 and has held it in 31 quarters since. 689 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Dorsey & Whitney Trust held 35,002 shares of iShares ESG Aware MSCI EAFE ETF worth $3.61M as of Q3 2026.
  • Dorsey & Whitney Trust left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 0.16% of Dorsey & Whitney Trust's portfolio in Q3 2026, its #128 holding.
  • Dorsey & Whitney Trust first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2019 and has held it in 31 quarters since.
  • 689 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q3 2026, filed 13 Nov 2026.