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Essential Planning’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Essential Planning’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
2025
Q1 		– Sell
-88,110
Closed -$7.02M – 146
2024
Q4 		$7.02M Buy
+88,110
New +$7.01M 0.05% 95

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Essential Planning's ESGD Position: Q1 2025 in Review

Essential Planning sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2025, closing a stake of 88,110 shares — an estimated $7.02M sold.

Essential Planning first reported a position in ESGD in Q4 2024 and held it in 1 quarter. The position peaked at $7.02M in Q4 2024. 606 funds tracked by Wall St. Rank hold ESGD as of Q1 2025.

  • Essential Planning reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 88,110 iShares ESG Aware MSCI EAFE ETF shares in Q1 2025, an estimated $7.02M.
  • Essential Planning first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's iShares ESG Aware MSCI EAFE ETF position peaked at $7.02M in Q4 2024.
  • 606 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.