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

First Horizon 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 Q2	$108K	Buy	1,208 +1,053	+679%	+$89.8K	﹤0.01%	692
2025 Q1	$12.7K	Hold	155	–	–	﹤0.01%	1508
2024 Q4	$11.9K	Sell	155 -3,538	-96%	-$282K	﹤0.01%	1527
2024 Q3	$311K	Hold	3,693	–	–	0.01%	441
2024 Q2	$291K	Buy	3,693 +68	+2%	+$5.4K	0.01%	441
2024 Q1	$290K	Hold	3,625	–	–	0.01%	436
2023 Q4	$274K	Sell	3,625 -2,127	-37%	-$151K	0.01%	424
2023 Q3	$398K	Sell	5,752 -1,334	-19%	-$96K	0.01%	342
2023 Q2	$517K	Buy	7,086 +82	+1%	+$5.98K	0.02%	322
2023 Q1	$503K	Sell	7,004 -233	-3%	-$16.4K	0.02%	326
2022 Q4	$476K	Sell	7,237 -3,182	-31%	-$200K	0.02%	334
2022 Q3	$584K	Sell	10,419 -3,843	-27%	-$241K	0.02%	293
2022 Q2	$894K	Buy	+14,262	New	+$973K	0.03%	263
2022 Q1	–	Sell	-15,294	Closed	-$1.22M	–	1874
2021 Q4	$1.22M	Buy	15,294 +1,305	+9%	+$104K	0.04%	259
2021 Q3	$1.1M	Buy	13,989 +6,412	+85%	+$515K	0.04%	266
2021 Q2	$598K	Buy	7,577 +1,005	+15%	+$80K	0.03%	242
2021 Q1	$498K	Buy	6,572 +664	+11%	+$50K	0.03%	263
2020 Q4	$431K	Buy	5,908 +36	+0.6%	+$2.46K	0.03%	239
2020 Q3	$372K	Hold	5,872	–	–	0.03%	237
2020 Q2	$355K	Buy	5,872 +3,605	+159%	+$207K	0.03%	232
2020 Q1	$120K	Sell	2,267 -312	-12%	-$19.6K	0.01%	341
2019 Q4	$177K	Sell	2,579 -66	-2%	-$4.4K	0.01%	359
2019 Q3	$169K	Buy	2,645 +611	+30%	+$38.6K	0.01%	349
2019 Q2	$130K	Buy	2,034 +8	+0.4%	+$511	0.01%	395
2019 Q1	$128K	Buy	2,026 +178	+10%	+$10.9K	0.01%	385
2018 Q4	$106K	Buy	1,848 +2	+0.1%	+$122	0.01%	412
2018 Q3	$122K	Hold	1,846	–	–	0.01%	432
2018 Q2	$120K	Buy	1,846 +4	+0.2%	+$271	0.01%	421
2018 Q1	$125K	Buy	+1,842	New	+$127K	0.01%	357

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

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

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

First Horizon Advisors's ESGD Position: Q2 2025 in Review

First Horizon Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 679% in Q2 2025, buying an estimated $89.8K and bringing the position to 1,208 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

First Horizon Advisors first reported a position in ESGD in Q1 2018 and has held it in 29 quarters since. The position peaked at $1.22M in Q4 2021. 642 funds tracked by Wall St. Rank hold ESGD as of Q2 2025.

First Horizon Advisors held 1,208 shares of iShares ESG Aware MSCI EAFE ETF worth $108K as of Q2 2025.
First Horizon Advisors bought 1,053 iShares ESG Aware MSCI EAFE ETF shares in Q2 2025, an estimated $89.8K.
iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #692 holding.
First Horizon Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2018 and has held it in 29 quarters since.
First Horizon Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $1.22M in Q4 2021.
642 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.