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

Financial Council’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 		$223K Sell
2,334
-165
-7% -$16.3K 0.09% 92
2025
Q4 		$238K Buy
2,499
+29
+1% +$2.73K 0.09% 85
2025
Q3 		$230K Buy
2,470
+31
+1% +$2.81K 0.1% 86
2025
Q2 		$218K Sell
2,439
-11
-0.4% -$938 0.1% 86
2025
Q1 		$200K Buy
+2,450
New +$198K 0.11% 86
2024
Q4 		– Sell
-2,464
Closed -$207K – 93
2024
Q3 		$207K Buy
+2,464
New +$199K 0.11% 88

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

Financial Council's ESGD Position: Q1 2026 in Review

Financial Council reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 6.6% in Q1 2026, selling an estimated $16.3K and leaving 2,334 shares worth $223K. The position accounts for 0.09% of the portfolio, ranked #92.

Financial Council first reported a position in ESGD in Q3 2024 and has held it in 6 quarters since. The position peaked at $238K in Q4 2025. 746 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Financial Council held 2,334 shares of iShares ESG Aware MSCI EAFE ETF worth $223K as of Q1 2026.
  • Financial Council sold 165 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $16.3K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.09% of Financial Council's portfolio in Q1 2026, its #92 holding.
  • Financial Council first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2024 and has held it in 6 quarters since.
  • Financial Council's iShares ESG Aware MSCI EAFE ETF position peaked at $238K in Q4 2025.
  • 746 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Financial Council's 13F filing for Q1 2026, filed 21 Apr 2026.