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 -173	-9%	-$13.7K	0.03%	155
2024 Q1	$146K	Hold	1,930	–	–	0.04%	156
2023 Q4	$146K	Buy	+1,930	New	+$137K	0.04%	154

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Financial Gravity Asset Management's ESGD Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2.8% in Q1 2026, selling an estimated $2.18K and leaving 767 shares worth $73.3K. The position accounts for 0.01% of the portfolio, ranked #256.

Financial Gravity Asset Management first reported a position in ESGD in Q4 2023 and has held it in 7 quarters since. The position peaked at $146K in Q1 2024. 750 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Financial Gravity Asset Management held 767 shares of iShares ESG Aware MSCI EAFE ETF worth $73.3K as of Q1 2026.
Financial Gravity Asset Management sold 22 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $2.18K.
iShares ESG Aware MSCI EAFE ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #256 holding.
Financial Gravity Asset Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and has held it in 7 quarters since.
Financial Gravity Asset Management's iShares ESG Aware MSCI EAFE ETF position peaked at $146K in Q1 2024.
750 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.