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Financial Network Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Financial Network Wealth 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 		$40.5M Buy
423,213
+13,562
+3% +$1.34M 12.81% 1
2025
Q4 		$39M Buy
409,651
+8,387
+2% +$791K 11.98% 1
2025
Q3 		$38.1M Buy
+401,264
New +$36.3M 11.75% 1
2025
Q1 		$29.8M Buy
364,219
+17,331
+5% +$1.4M 10.5% 1
2024
Q4 		$26.4M Buy
346,888
+17,846
+5% +$1.42M 9.44% 1
2024
Q3 		$27.7M Buy
329,042
+3,731
+1% +$301K 9.93% 1
2024
Q2 		$25.6M Buy
325,311
+5,373
+2% +$427K 9.76% 1
2024
Q1 		$25.6M Buy
319,938
+157,033
+96% +$12M 12.09% 1
2023
Q4 		$12.3M Sell
162,905
-445
-0.3% -$31.5K 5.33% 5
2023
Q3 		$11.1M Buy
163,350
+18,499
+13% +$1.33M 5.43% 4
2023
Q2 		$10.8M Sell
144,851
-26,071
-15% -$1.9M 5.01% 6
2023
Q1 		$12.3M Buy
170,922
+5,148
+3% +$361K 6.08% 3
2022
Q4 		$10.9M Sell
165,774
-219
-0.1% -$13.8K 5.9% 2
2022
Q3 		$9.32M Buy
165,993
+13,384
+9% +$839K 5.81% 4
2022
Q2 		$9.58M Buy
152,609
+23,574
+18% +$1.61M 5.74% 5
2022
Q1 		$9.51M Buy
129,035
+17,019
+15% +$1.28M 4.96% 7
2021
Q4 		$8.9M Buy
112,016
+1,847
+2% +$147K 4.51% 7
2021
Q3 		$8.63M Buy
110,169
+2,569
+2% +$206K 4.94% 7
2021
Q2 		$8.5M Buy
107,600
+2,677
+3% +$213K 5% 7
2021
Q1 		$7.96M Buy
104,923
+6,954
+7% +$524K 5.2% 5
2020
Q4 		$7.16M Buy
+97,969
New +$6.69M 5.61% 4

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 Network Wealth Management's ESGD Position: Q1 2026 in Review

Financial Network Wealth Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 3.3% in Q1 2026, buying an estimated $1.34M and bringing the position to 423,213 shares worth $40.5M. The position accounts for 12.81% of the portfolio, ranked #1.

Financial Network Wealth Management first reported a position in ESGD in Q4 2020 and has held it in 21 quarters since. 746 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Financial Network Wealth Management held 423,213 shares of iShares ESG Aware MSCI EAFE ETF worth $40.5M as of Q1 2026.
  • Financial Network Wealth Management bought 13,562 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $1.34M.
  • iShares ESG Aware MSCI EAFE ETF made up 12.81% of Financial Network Wealth Management's portfolio in Q1 2026, its #1 holding.
  • Financial Network Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and has held it in 21 quarters since.
  • 746 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Financial Network Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.