First Foundation Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

First Foundation Advisors’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 Q3	–	Sell	-6,377	Closed	-$569K	–	339
2025 Q2	$569K	Buy	6,377 +705	+12%	+$60.1K	0.02%	232
2025 Q1	$463K	Sell	5,672 -2,058	-27%	-$166K	0.02%	230
2024 Q4	$589K	Buy	7,730 +1,024	+15%	+$81.5K	0.02%	217
2024 Q3	$564K	Buy	6,706 +719	+12%	+$58.1K	0.02%	221
2024 Q2	$472K	Hold	5,987	–	–	0.02%	228
2024 Q1	$478K	Sell	5,987 -815	-12%	-$62.4K	0.02%	231
2023 Q4	$514K	Sell	6,802 -1,494	-18%	-$106K	0.02%	225
2023 Q3	$574K	Buy	8,296 +3,047	+58%	+$219K	0.03%	237
2023 Q2	$383K	Buy	5,249 +382	+8%	+$27.9K	0.02%	273
2023 Q1	$350K	Hold	4,867	–	–	0.02%	278
2022 Q4	$320K	Buy	4,867 +916	+23%	+$57.5K	0.02%	298
2022 Q3	$222K	Buy	+3,951	New	+$248K	0.01%	334

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

First Foundation Advisors's ESGD Position: Q3 2025 in Review

First Foundation Advisors sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2025, closing a stake of 6,377 shares — an estimated $569K sold.

First Foundation Advisors first reported a position in ESGD in Q3 2022 and held it in 12 quarters. The position peaked at $589K in Q4 2024. 642 funds tracked by Wall St. Rank hold ESGD as of Q3 2025.

First Foundation Advisors reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
First Foundation Advisors sold 6,377 iShares ESG Aware MSCI EAFE ETF shares in Q3 2025, an estimated $569K.
First Foundation Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2022 and held it in 12 quarters.
First Foundation Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $589K in Q4 2024.
642 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2025.

Based on First Foundation Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.