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

Financial Insights’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 		$359K Sell
3,753
-8
-0.2% -$792 0.12% 97
2025
Q4 		$358K Hold
3,761
– – 0.12% 91
2025
Q3 		$350K Sell
3,761
-160
-4% -$14.5K 0.12% 94
2025
Q2 		$350K Sell
3,921
-633
-14% -$54K 0.13% 84
2025
Q1 		$372K Sell
4,554
-2,863
-39% -$231K 0.15% 72
2024
Q4 		$565K Sell
7,417
-250
-3% -$19.9K 0.21% 60
2024
Q3 		$645K Sell
7,667
-5,565
-42% -$450K 0.2% 72
2024
Q2 		$1.04M Sell
13,232
-349
-3% -$27.7K 0.29% 60
2024
Q1 		$1.09M Sell
13,581
-610
-4% -$46.7K 0.3% 64
2023
Q4 		$1.07M Sell
14,191
-261
-2% -$18.5K 0.34% 58
2023
Q3 		$967K Sell
14,452
-119
-0.8% -$8.57K 0.35% 56
2023
Q2 		$1.06M Sell
14,571
-1,842
-11% -$134K 0.39% 49
2023
Q1 		$1.18M Sell
16,413
-5,608
-25% -$394K 0.48% 41
2022
Q4 		$1.45M Sell
22,021
-1,089
-5% -$68.4K 0.69% 37
2022
Q3 		$1.3M Hold
23,110
– – 0.87% 31
2022
Q2 		$1.45M Sell
23,110
-7,512
-25% -$513K 1.47% 18
2022
Q1 		$2.26M Sell
30,622
-98
-0.3% -$7.38K 2.07% 12
2021
Q4 		$2.44M Buy
30,720
+875
+3% +$69.7K 2.11% 11
2021
Q3 		$2.34M Buy
29,845
+3,540
+13% +$284K 2.15% 11
2021
Q2 		$20.8M Buy
26,305
+43
+0.2% +$3.42K 1.72% 14
2021
Q1 		$1.99M Buy
26,262
+1,636
+7% +$123K 1.47% 17
2020
Q4 		$1.8M Buy
24,626
+2,368
+11% +$162K 1.39% 16
2020
Q3 		$1.41M Buy
22,258
+6,879
+45% +$439K 1.2% 18
2020
Q2 		$1.35K Sell
15,379
-5,876
-28% -$337K 1.2% 17
2020
Q1 		$1.13M Buy
21,255
+245
+1% +$15.4K 1.19% 16
2019
Q4 		$1.44M Buy
21,010
+5,229
+33% +$348K 1.27% 17
2019
Q3 		$1.01M Buy
15,781
+3,048
+24% +$193K 0.97% 23
2019
Q2 		$780K Buy
12,733
+6,468
+103% +$413K 0.79% 24
2019
Q1 		$408K Buy
6,265
+1,093
+21% +$67.1K 0.43% 32
2018
Q4 		$316K Buy
+5,172
New +$314K 0.35% 36

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
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 $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Financial Insights's ESGD Position: Q1 2026 in Review

Financial Insights reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.21% in Q1 2026, selling an estimated $792 and leaving 3,753 shares worth $359K. The position accounts for 0.12% of the portfolio, ranked #97.

Financial Insights first reported a position in ESGD in Q4 2018 and has held it in 30 quarters since. The position peaked at $20.8M in Q2 2021. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Financial Insights held 3,753 shares of iShares ESG Aware MSCI EAFE ETF worth $359K as of Q1 2026.
  • Financial Insights sold 8 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $792.
  • iShares ESG Aware MSCI EAFE ETF made up 0.12% of Financial Insights's portfolio in Q1 2026, its #97 holding.
  • Financial Insights first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2018 and has held it in 30 quarters since.
  • Financial Insights's iShares ESG Aware MSCI EAFE ETF position peaked at $20.8M in Q2 2021.
  • 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.