Equita Financial Network’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Equita Financial Network’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	$605K	Sell	6,323 -4	-0.1%	-$396	0.19%	53
2025 Q4	$602K	Sell	6,327 -446	-7%	-$42K	0.18%	57
2025 Q3	$630K	Buy	6,773 +71	+1%	+$6.42K	0.21%	54
2025 Q2	$598K	Sell	6,702 -696	-9%	-$59.3K	0.24%	49
2025 Q1	$604K	Sell	7,398 -661	-8%	-$53.3K	0.21%	55
2024 Q4	$614K	Sell	8,059 -11	-0.1%	-$875	0.22%	51
2024 Q3	$679K	Sell	8,070 -1,732	-18%	-$140K	0.25%	50
2024 Q2	$772K	Sell	9,802 -1,641	-14%	-$130K	0.32%	44
2024 Q1	$914K	Sell	11,443 -1,390	-11%	-$106K	0.41%	41
2023 Q4	$969K	Hold	12,833	–	–	0.52%	38
2023 Q3	$887K	Buy	+12,833	New	+$924K	0.55%	34

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

Equita Financial Network's ESGD Position: Q1 2026 in Review

Equita Financial Network reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.06% in Q1 2026, selling an estimated $396 and leaving 6,323 shares worth $605K. The position accounts for 0.19% of the portfolio, ranked #53.

Equita Financial Network first reported a position in ESGD in Q3 2023 and has held it in 11 quarters since. The position peaked at $969K in Q4 2023. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Equita Financial Network held 6,323 shares of iShares ESG Aware MSCI EAFE ETF worth $605K as of Q1 2026.
Equita Financial Network sold 4 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $396.
iShares ESG Aware MSCI EAFE ETF made up 0.19% of Equita Financial Network's portfolio in Q1 2026, its #53 holding.
Equita Financial Network first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2023 and has held it in 11 quarters since.
Equita Financial Network's iShares ESG Aware MSCI EAFE ETF position peaked at $969K in Q4 2023.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Equita Financial Network's 13F filing for Q1 2026, filed 23 Apr 2026.