FIT
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Financially in Tune’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Financially in Tune’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 		$574K Buy
6,005
+145
+2% +$14.3K 0.49% 34
2025
Q4 		$557K Buy
+5,860
New +$552K 0.52% 31

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Financially in Tune's ESGD Position: Q1 2026 in Review

Financially in Tune increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2.5% in Q1 2026, buying an estimated $14.3K and bringing the position to 6,005 shares worth $574K. The position accounts for 0.49% of the portfolio, ranked #34.

Financially in Tune first reported a position in ESGD in Q4 2025 and has held it in 2 quarters since. 750 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Financially in Tune held 6,005 shares of iShares ESG Aware MSCI EAFE ETF worth $574K as of Q1 2026.
  • Financially in Tune bought 145 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $14.3K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.49% of Financially in Tune's portfolio in Q1 2026, its #34 holding.
  • Financially in Tune first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2025 and has held it in 2 quarters since.
  • 750 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Financially in Tune's 13F filing for Q1 2026, filed 22 Apr 2026.