EH
ESGD icon

Equitable Holdings’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Equitable Holdings’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 		$1.69M Buy
17,816
+202
+1% +$20K 0.01% 792
2025
Q4 		$1.67M Buy
17,614
+490
+3% +$46.2K 0.01% 698
2025
Q3 		$1.59M Buy
17,124
+4,298
+34% +$389K 0.01% 688
2025
Q2 		$1.14M Buy
12,826
+6,331
+97% +$540K 0.01% 761
2025
Q1 		$531K Sell
6,495
-2,069
-24% -$167K 0.01% 902
2024
Q4 		$652K Buy
8,564
+2,225
+35% +$177K 0.01% 802
2024
Q3 		$534K Sell
6,339
-1,801
-22% -$146K 0.01% 846
2024
Q2 		$641K Sell
8,140
-509
-6% -$40.4K 0.01% 765
2024
Q1 		$691K Buy
8,649
+584
+7% +$44.7K 0.01% 708
2023
Q4 		$609K Buy
8,065
+4,349
+117% +$308K 0.01% 712
2023
Q3 		$257K Buy
3,716
+828
+29% +$59.6K ﹤0.01% 919
2023
Q2 		$211K Buy
+2,888
New +$211K ﹤0.01% 970
2022
Q1 		– Sell
-21,648
Closed -$1.72M – 880
2021
Q4 		$1.72M Buy
21,648
+4,759
+28% +$379K 0.03% 295
2021
Q3 		$1.32M Buy
16,889
+2,153
+15% +$173K 0.02% 320
2021
Q2 		$1.17M Buy
14,736
+1,812
+14% +$144K 0.02% 342
2021
Q1 		$981K Buy
12,924
+6,745
+109% +$508K 0.02% 352
2020
Q4 		$451K Sell
6,179
-5,174
-46% -$353K 0.01% 475
2020
Q3 		$721K Buy
11,353
+1,895
+20% +$121K 0.02% 351
2020
Q2 		$573K Buy
9,458
+4,398
+87% +$253K 0.02% 380
2020
Q1 		$269K Buy
+5,060
New +$318K 0.01% 479

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

Equitable Holdings's ESGD Position: Q1 2026 in Review

Equitable Holdings increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.1% in Q1 2026, buying an estimated $20K and bringing the position to 17,816 shares worth $1.69M. The position accounts for 0.01% of the portfolio, ranked #792.

Equitable Holdings first reported a position in ESGD in Q1 2020 and has held it in 20 quarters since. The position peaked at $1.72M in Q4 2021. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Equitable Holdings held 17,816 shares of iShares ESG Aware MSCI EAFE ETF worth $1.69M as of Q1 2026.
  • Equitable Holdings bought 202 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $20K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #792 holding.
  • Equitable Holdings first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2020 and has held it in 20 quarters since.
  • Equitable Holdings's iShares ESG Aware MSCI EAFE ETF position peaked at $1.72M in Q4 2021.
  • 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.