Envestnet Asset Management
ESGD icon

Envestnet Asset Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Envestnet Asset Management’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 		$142M Buy
1,482,809
+40,540
+3% +$4.01M 0.04% 423
2025
Q4 		$137M Sell
1,442,269
-123,339
-8% -$11.6M 0.04% 406
2025
Q3 		$146M Sell
1,565,608
-626,228
-29% -$56.7M 0.04% 397
2025
Q2 		$196M Buy
2,191,836
+406,940
+23% +$34.7M 0.06% 318
2025
Q1 		$146M Sell
1,784,896
-85,360
-5% -$6.89M 0.05% 365
2024
Q4 		$142M Buy
1,870,256
+116,769
+7% +$9.29M 0.05% 365
2024
Q3 		$148M Buy
1,753,487
+124,087
+8% +$10M 0.05% 375
2024
Q2 		$128M Buy
1,629,400
+75,363
+5% +$5.98M 0.04% 380
2024
Q1 		$124M Buy
1,554,037
+81,631
+6% +$6.25M 0.05% 386
2023
Q4 		$111M Sell
1,472,406
-815,743
-36% -$57.8M 0.05% 379
2023
Q3 		$158M Sell
2,288,149
-896,209
-28% -$64.5M 0.07% 256
2023
Q2 		$232M Buy
3,184,358
+56,016
+2% +$4.09M 0.1% 170
2023
Q1 		$225M Buy
3,128,342
+343,591
+12% +$24.1M 0.11% 165
2022
Q4 		$183M Sell
2,784,751
-467,089
-14% -$29.3M 0.09% 193
2022
Q3 		$183M Buy
3,251,840
+32,588
+1% +$2.04M 0.1% 177
2022
Q2 		$202M Buy
3,219,252
+349,844
+12% +$23.9M 0.11% 168
2022
Q1 		$212M Sell
2,869,408
-1,164,432
-29% -$87.7M 0.11% 170
2021
Q4 		$321M Buy
4,033,840
+339,916
+9% +$27.1M 0.16% 115
2021
Q3 		$290M Buy
3,693,924
+960,754
+35% +$77.1M 0.16% 112
2021
Q2 		$216M Buy
2,733,170
+546,004
+25% +$43.5M 0.12% 145
2021
Q1 		$166M Buy
2,187,166
+869,079
+66% +$65.4M 0.11% 159
2020
Q4 		$96.3M Sell
1,318,087
-422,258
-24% -$28.8M 0.07% 214
2020
Q3 		$110M Buy
1,740,345
+271,371
+18% +$17.3M 0.1% 165
2020
Q2 		$89M Buy
1,468,974
+703,710
+92% +$40.4M 0.09% 185
2020
Q1 		$40.7M Buy
765,264
+307,941
+67% +$19.4M 0.05% 273
2019
Q4 		$31.4M Buy
457,323
+136,367
+42% +$9.09M 0.03% 389
2019
Q3 		$20.6M Buy
320,956
+108,013
+51% +$6.83M 0.02% 482
2019
Q2 		$13.7M Buy
212,943
+54,577
+34% +$3.48M 0.02% 601
2019
Q1 		$10M Buy
158,366
+56,255
+55% +$3.45M 0.01% 688
2018
Q4 		$5.86M Buy
102,111
+42,012
+70% +$2.55M 0.01% 811
2018
Q3 		$3.98M Buy
+60,099
New +$3.95M 0.01% 469

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

Envestnet Asset Management's ESGD Position: Q1 2026 in Review

Envestnet Asset Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2.8% in Q1 2026, buying an estimated $4.01M and bringing the position to 1,482,809 shares worth $142M. The position accounts for 0.04% of the portfolio, ranked #423.

Envestnet Asset Management first reported a position in ESGD in Q3 2018 and has held it in 31 quarters since. The position peaked at $321M in Q4 2021. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Envestnet Asset Management held 1,482,809 shares of iShares ESG Aware MSCI EAFE ETF worth $142M as of Q1 2026.
  • Envestnet Asset Management bought 40,540 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $4.01M.
  • iShares ESG Aware MSCI EAFE ETF made up 0.04% of Envestnet Asset Management's portfolio in Q1 2026, its #423 holding.
  • Envestnet Asset Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2018 and has held it in 31 quarters since.
  • Envestnet Asset Management's iShares ESG Aware MSCI EAFE ETF position peaked at $321M in Q4 2021.
  • 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.