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FC Advisory’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

FC Advisory’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
Q2 		– Sell
-4,092
Closed -$334K – 113
2025
Q1 		$334K Buy
4,092
+15
+0.4% +$1.21K 0.11% 88
2024
Q4 		$310K Buy
+4,077
New +$324K 0.1% 87

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

FC Advisory's ESGD Position: Q2 2025 in Review

FC Advisory sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2025, closing a stake of 4,092 shares — an estimated $334K sold.

FC Advisory first reported a position in ESGD in Q4 2024 and held it in 2 quarters. The position peaked at $334K in Q1 2025. 641 funds tracked by Wall St. Rank hold ESGD as of Q2 2025.

  • FC Advisory reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • FC Advisory sold 4,092 iShares ESG Aware MSCI EAFE ETF shares in Q2 2025, an estimated $334K.
  • FC Advisory first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2024 and held it in 2 quarters.
  • FC Advisory's iShares ESG Aware MSCI EAFE ETF position peaked at $334K in Q1 2025.
  • 641 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2025.

Based on FC Advisory's 13F filing for Q2 2025, filed 14 Aug 2025.