EverSource Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

EverSource Wealth Advisors’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	$169K	Buy	1,772 +12	+0.7%	+$1.19K	0.01%	1142
2025 Q4	$167K	Sell	1,760 -196	-10%	-$18.5K	0.01%	1032
2025 Q3	$182K	Buy	1,956 +644	+49%	+$58.3K	0.01%	957
2025 Q2	$117K	Sell	1,312 -222	-14%	-$18.9K	0.01%	1115
2025 Q1	$125K	Hold	1,534	–	–	0.01%	828
2024 Q4	$117K	Buy	1,534 +4	+0.3%	+$318	0.01%	860
2024 Q3	$129K	Hold	1,530	–	–	0.01%	709
2024 Q2	$123K	Sell	1,530 -2	-0.1%	-$159	0.01%	720
2024 Q1	$119K	Buy	+1,532	New	+$117K	0.01%	650
2023 Q4	–	Sell	-372	Closed	-$25.7K	–	2670
2023 Q3	$25.7K	Sell	372 -288	-44%	-$20.7K	﹤0.01%	1038
2023 Q2	$48.1K	Hold	660	–	–	0.01%	853
2023 Q1	$47.4K	Buy	660 +113	+21%	+$7.93K	0.01%	810
2022 Q4	$36K	Sell	547 -1,471	-73%	-$92.4K	0.01%	883
2022 Q3	$113K	Buy	2,018 +72	+4%	+$4.51K	0.03%	399
2022 Q2	$122K	Buy	1,946 +142	+8%	+$9.69K	0.03%	332
2022 Q1	$133K	Sell	1,804 -1,795	-50%	-$135K	0.03%	295
2021 Q4	$286K	Buy	+3,599	New	+$287K	0.08%	179

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

EverSource Wealth Advisors's ESGD Position: Q1 2026 in Review

EverSource Wealth Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.68% in Q1 2026, buying an estimated $1.19K and bringing the position to 1,772 shares worth $169K. The position accounts for 0.01% of the portfolio, ranked #1142.

EverSource Wealth Advisors first reported a position in ESGD in Q4 2021 and has held it in 17 quarters since. The position peaked at $286K in Q4 2021. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

EverSource Wealth Advisors held 1,772 shares of iShares ESG Aware MSCI EAFE ETF worth $169K as of Q1 2026.
EverSource Wealth Advisors bought 12 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $1.19K.
iShares ESG Aware MSCI EAFE ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1142 holding.
EverSource Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and has held it in 17 quarters since.
EverSource Wealth Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $286K in Q4 2021.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.