FGAM
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Financial Gravity Asset Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Financial Gravity Asset Management’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 		$73.3K Sell
767
-22
-3% -$2.18K 0.01% 256
2025
Q4 		$75K Sell
789
-20
-2% -$1.89K 0.01% 211
2025
Q3 		$75.2K Buy
+809
New +$73.2K 0.01% 249
2025
Q1 		$64.9K Buy
+794
New +$64.1K 0.01% 274
2024
Q2 		$138K Sell
1,757
-1,929
-52% -$153K 0.03% 155
2024
Q1 		$286K Sell
3,686
-15,914
-81% -$1.22M 0.04% 159
2023
Q4 		$909K Buy
19,600
+1,930
+11% +$137K 0.01% 381
2023
Q3 		$763K Buy
17,670
+16,443
+1,340% +$1.18M 0.01% 398
2023
Q2 		$89 Buy
1,227
+14
+1% +$1.02K ﹤0.01% 1318
2023
Q1 		$88 Buy
+1,213
New +$85.1K ﹤0.01% 699

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 $1.47T 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 $761B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return