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Elwood & Goetz Wealth Advisory Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Elwood & Goetz Wealth Advisory 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 		$1.37M Sell
14,296
-86
-0.6% -$8.51K 0.23% 37
2025
Q4 		$1.37M Sell
14,382
-3,239
-18% -$305K 0.24% 37
2025
Q3 		$1.64M Sell
17,621
-2,152
-11% -$195K 0.31% 31
2025
Q2 		$1.76M Buy
19,773
+1,624
+9% +$138K 0.38% 28
2025
Q1 		$1.48M Sell
18,149
-1,410
-7% -$114K 0.36% 25
2024
Q4 		$1.49M Buy
19,559
+4,435
+29% +$353K 0.36% 25
2024
Q3 		$1.27M Buy
15,124
+300
+2% +$24.2K 0.32% 27
2024
Q2 		$1.17M Sell
14,824
-2,750
-16% -$218K 0.33% 26
2024
Q1 		$1.4M Buy
17,574
+978
+6% +$74.9K 0.34% 33
2023
Q4 		$1.25M Sell
16,596
-100
-0.6% -$7.08K 0.26% 34
2023
Q3 		$1.15M Sell
16,696
-5,610
-25% -$404K 0.27% 36
2023
Q2 		$1.63M Buy
22,306
+2,686
+14% +$196K 0.37% 28
2023
Q1 		$1.41M Buy
19,620
+499
+3% +$35K 0.34% 29
2022
Q4 		$1.26M Sell
19,121
-5,648
-23% -$355K 0.38% 30
2022
Q3 		$1.39M Buy
24,769
+4,400
+22% +$276K 0.47% 29
2022
Q2 		$1.28M Sell
20,369
-13,612
-40% -$929K 0.43% 28
2022
Q1 		$2.5M Buy
33,981
+15,168
+81% +$1.14M 0.78% 18
2021
Q4 		$1.5M Sell
18,813
-445
-2% -$35.4K 0.47% 20
2021
Q3 		$1.51M Buy
19,258
+4,183
+28% +$336K 0.52% 20
2021
Q2 		$1.19M Buy
15,075
+6,027
+67% +$480K 0.45% 19
2021
Q1 		$687K Buy
9,048
+3,791
+72% +$285K 0.29% 22
2020
Q4 		$384K Buy
+5,257
New +$359K 0.18% 32

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

Elwood & Goetz Wealth Advisory Group's ESGD Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.6% in Q1 2026, selling an estimated $8.51K and leaving 14,296 shares worth $1.37M. The position accounts for 0.23% of the portfolio, ranked #37.

Elwood & Goetz Wealth Advisory Group first reported a position in ESGD in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.5M in Q1 2022. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Elwood & Goetz Wealth Advisory Group held 14,296 shares of iShares ESG Aware MSCI EAFE ETF worth $1.37M as of Q1 2026.
  • Elwood & Goetz Wealth Advisory Group sold 86 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $8.51K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.23% of Elwood & Goetz Wealth Advisory Group's portfolio in Q1 2026, its #37 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and has held it in 22 quarters since.
  • Elwood & Goetz Wealth Advisory Group's iShares ESG Aware MSCI EAFE ETF position peaked at $2.5M in Q1 2022.
  • 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.