Envestnet Portfolio Solutions’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Envestnet Portfolio Solutions’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	$12.1M	Sell	127,007 -4,294	-3%	-$425K	0.07%	170
2025 Q4	$12.5M	Sell	131,301 -20,369	-13%	-$1.92M	0.04%	211
2025 Q3	$14.1M	Buy	151,670 +53,763	+55%	+$4.86M	0.05%	187
2025 Q2	$8.74M	Buy	+97,907	New	+$8.35M	0.03%	253
2023 Q4	–	Sell	-279,613	Closed	-$19.3M	–	1549
2023 Q3	$19.3M	Buy	+279,613	New	+$20.1M	0.09%	108

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Envestnet Portfolio Solutions's ESGD Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 3.3% in Q1 2026, selling an estimated $425K and leaving 127,007 shares worth $12.1M. The position accounts for 0.07% of the portfolio, ranked #170.

Envestnet Portfolio Solutions first reported a position in ESGD in Q3 2023 and has held it in 5 quarters since. The position peaked at $19.3M in Q3 2023. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Envestnet Portfolio Solutions held 127,007 shares of iShares ESG Aware MSCI EAFE ETF worth $12.1M as of Q1 2026.
Envestnet Portfolio Solutions sold 4,294 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $425K.
iShares ESG Aware MSCI EAFE ETF made up 0.07% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #170 holding.
Envestnet Portfolio Solutions first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2023 and has held it in 5 quarters since.
Envestnet Portfolio Solutions's iShares ESG Aware MSCI EAFE ETF position peaked at $19.3M in Q3 2023.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.