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

Financial Engines 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	$15.7M	Buy	164,104 +4,414	+3%	+$437K	0.03%	87
2025 Q4	$15.2M	Buy	159,690 +11,159	+8%	+$1.05M	0.03%	92
2025 Q3	$13.8M	Buy	148,531 +7,293	+5%	+$660K	0.03%	94
2025 Q2	$12.6M	Sell	141,238 -21,749	-13%	-$1.85M	0.03%	94
2025 Q1	$13.3M	Sell	162,987 -1,566	-1%	-$126K	0.03%	85
2024 Q4	$12.5M	Buy	164,553 +4,773	+3%	+$380K	0.03%	91
2024 Q3	$13.4M	Sell	159,780 -2,987	-2%	-$241K	0.03%	80
2024 Q2	$12.8M	Buy	162,767 +10,236	+7%	+$813K	0.03%	81
2024 Q1	$12.2M	Buy	152,531 +20,833	+16%	+$1.6M	0.03%	78
2023 Q4	$9.95M	Buy	131,698 +19,878	+18%	+$1.41M	0.02%	79
2023 Q3	$7.73M	Buy	111,820 +11,687	+12%	+$841K	0.02%	75
2023 Q2	$7.3M	Buy	100,133 +13,201	+15%	+$963K	0.02%	81
2023 Q1	$6.25M	Buy	86,932 +33,454	+63%	+$2.35M	0.02%	86
2022 Q4	$3.52M	Buy	53,478 +9,440	+21%	+$593K	0.01%	104
2022 Q3	$2.47M	Buy	44,038 +8,646	+24%	+$542K	0.01%	111
2022 Q2	$2.22M	Buy	35,392 +5,175	+17%	+$353K	0.01%	116
2022 Q1	$2.23M	Buy	30,217 +22,368	+285%	+$1.68M	0.01%	114
2021 Q4	$625K	Buy	7,849 +2,759	+54%	+$220K	﹤0.01%	140
2021 Q3	$398K	Buy	+5,090	New	+$409K	﹤0.01%	191

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

Financial Engines Advisors's ESGD Position: Q1 2026 in Review

Financial Engines Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2.8% in Q1 2026, buying an estimated $437K and bringing the position to 164,104 shares worth $15.7M. The position accounts for 0.03% of the portfolio, ranked #87.

Financial Engines Advisors first reported a position in ESGD in Q3 2021 and has held it in 19 quarters since. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Financial Engines Advisors held 164,104 shares of iShares ESG Aware MSCI EAFE ETF worth $15.7M as of Q1 2026.
Financial Engines Advisors bought 4,414 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $437K.
iShares ESG Aware MSCI EAFE ETF made up 0.03% of Financial Engines Advisors's portfolio in Q1 2026, its #87 holding.
Financial Engines Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2021 and has held it in 19 quarters since.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

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