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

Financial Counselors Inc’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	-31,699	Closed	-$2.59M	–	183
2025 Q1	$2.59M	Buy	31,699 +19,332	+156%	+$1.56M	0.04%	248
2024 Q4	$942K	Buy	12,367 +1,261	+11%	+$100K	0.01%	336
2024 Q3	$935K	Buy	11,106 +3,358	+43%	+$271K	0.01%	357
2024 Q2	$610K	Sell	7,748 -50	-0.6%	-$3.97K	0.01%	375
2024 Q1	$623K	Buy	7,798 +1,815	+30%	+$139K	0.01%	383
2023 Q4	$452K	Hold	5,983	–	–	0.01%	420
2023 Q3	$414K	Hold	5,983	–	–	0.01%	419
2023 Q2	$436K	Hold	5,983	–	–	0.01%	380
2023 Q1	$430K	Buy	+5,983	New	+$420K	0.01%	380
2022 Q1	–	Sell	-2,605	Closed	-$207K	–	522
2021 Q4	$207K	Hold	2,605	–	–	﹤0.01%	493
2021 Q3	$204K	Hold	2,605	–	–	﹤0.01%	519
2021 Q2	$206K	Buy	+2,605	New	+$207K	﹤0.01%	509

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Counselors Inc's ESGD Position: Q2 2025 in Review

Financial Counselors Inc sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2025, closing a stake of 31,699 shares — an estimated $2.59M sold.

Financial Counselors Inc first reported a position in ESGD in Q2 2021 and held it in 12 quarters. The position peaked at $2.59M in Q1 2025. 641 funds tracked by Wall St. Rank hold ESGD as of Q2 2025.

Financial Counselors Inc reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 31,699 iShares ESG Aware MSCI EAFE ETF shares in Q2 2025, an estimated $2.59M.
Financial Counselors Inc first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2021 and held it in 12 quarters.
Financial Counselors Inc's iShares ESG Aware MSCI EAFE ETF position peaked at $2.59M in Q1 2025.
641 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.