FGC
ESGD icon

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

Financial Gravity Companies’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 		$70.8K Buy
+794
New +$67.7K 0.01% 260
2024
Q4 		$61K Sell
801
-20
-2% -$1.59K 0.01% 261
2024
Q3 		$69.1K Buy
+821
New +$66.3K 0.02% 160

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Gravity Companies's ESGD Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2025: 794 shares worth $70.8K. The stake represents 0.01% of the portfolio and ranks #260 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in ESGD as recently as Q4 2024.

Financial Gravity Companies first reported a position in ESGD in Q3 2024 and has held it in 3 quarters since. 641 funds tracked by Wall St. Rank hold ESGD as of Q2 2025.

  • Financial Gravity Companies held 794 shares of iShares ESG Aware MSCI EAFE ETF worth $70.8K as of Q2 2025.
  • iShares ESG Aware MSCI EAFE ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #260 holding.
  • Financial Gravity Companies first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2024 and has held it in 3 quarters since.
  • 641 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.