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

Financial 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
2025
Q3 		$2.24M Buy
24,103
+1,105
+5% +$100K 0.4% 18
2025
Q2 		$2.05M Sell
22,998
-7,163
-24% -$611K 0.38% 19
2025
Q1 		$2.46M Buy
30,161
+8
+0% +$646 0.49% 17
2024
Q4 		$2.3M Sell
30,153
-617
-2% -$49.1K 0.44% 16
2024
Q3 		$2.59M Sell
30,770
-17
-0.1% -$1.37K 0.49% 15
2024
Q2 		$2.43M Buy
30,787
+462
+2% +$36.7K 0.5% 17
2024
Q1 		$2.42M Sell
30,325
-137
-0.4% -$10.5K 0.5% 16
2023
Q4 		$2.3M Sell
30,462
-404
-1% -$28.6K 0.52% 15
2023
Q3 		$2.13M Buy
30,866
+27
+0.1% +$1.94K 0.53% 17
2023
Q2 		$2.25M Buy
30,839
+300
+1% +$21.9K 0.54% 17
2023
Q1 		$2.19M Sell
30,539
-1,168
-4% -$82K 0.56% 18
2022
Q4 		$2.08M Sell
31,707
-3,074
-9% -$193K 0.57% 17
2022
Q3 		$1.94M Buy
34,781
+5,059
+17% +$317K 0.68% 18
2022
Q2 		$1.86M Sell
29,722
-6,877
-19% -$469K 0.66% 16
2022
Q1 		$2.7M Sell
36,599
-12,500
-25% -$941K 0.84% 15
2021
Q4 		$3.9M Buy
49,099
+4,436
+10% +$353K 1.19% 12
2021
Q3 		$3.5M Buy
44,663
+5,567
+14% +$447K 1.18% 12
2021
Q2 		$3.09M Buy
39,096
+4,532
+13% +$361K 1.08% 13
2021
Q1 		$2.62M Buy
34,564
+3,051
+10% +$230K 1.05% 13
2020
Q4 		$2.3M Buy
31,513
+570
+2% +$38.9K 1.02% 12
2020
Q3 		$1.96M Buy
30,943
+2,017
+7% +$129K 1.03% 11
2020
Q2 		$1.75M Sell
28,926
-2,849
-9% -$164K 0.98% 12
2020
Q1 		$1.69M Sell
31,775
-391
-1% -$24.6K 1.14% 10
2019
Q4 		$2.21M Buy
32,166
+104
+0.3% +$6.93K 1.25% 9
2019
Q3 		$2.06M Sell
32,062
-310
-1% -$19.6K 1.26% 8
2019
Q2 		$2.08M Buy
32,372
+1,520
+5% +$97.1K 1.34% 7
2019
Q1 		$1.95M Buy
30,852
+5,616
+22% +$345K 1.33% 9
2018
Q4 		$1.45M Buy
+25,236
New +$1.53M 1.18% 10

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Advisors's ESGD Position: Q3 2025 in Review

Financial Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 4.8% in Q3 2025, buying an estimated $100K and bringing the position to 24,103 shares worth $2.24M. The position accounts for 0.4% of the portfolio, ranked #18.

Financial Advisors first reported a position in ESGD in Q4 2018 and has held it in 28 quarters since. The position peaked at $3.9M in Q4 2021. 643 funds tracked by Wall St. Rank hold ESGD as of Q3 2025.

  • Financial Advisors held 24,103 shares of iShares ESG Aware MSCI EAFE ETF worth $2.24M as of Q3 2025.
  • Financial Advisors bought 1,105 iShares ESG Aware MSCI EAFE ETF shares in Q3 2025, an estimated $100K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.4% of Financial Advisors's portfolio in Q3 2025, its #18 holding.
  • Financial Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2018 and has held it in 28 quarters since.
  • Financial Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $3.9M in Q4 2021.
  • 643 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.