Focus Partners Wealth’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Focus Partners Wealth’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	$6.51M	Buy	67,816 +7,145	+12%	+$707K	0.01%	846
2025 Q4	$5.77M	Buy	60,671 +17,659	+41%	+$1.66M	0.01%	891
2025 Q3	$4M	Buy	43,012 +1,475	+4%	+$133K	0.01%	819
2025 Q2	$3.71M	Buy	41,537 +7,020	+20%	+$599K	0.01%	761
2025 Q1	$2.82M	Buy	34,517 +4,471	+15%	+$361K	0.01%	766
2024 Q4	$2.29M	Buy	30,046 +19,673	+190%	+$1.57M	0.01%	799
2024 Q3	$873K	Sell	10,373 -5,870	-36%	-$474K	﹤0.01%	979
2024 Q2	$1.28M	Buy	16,243 +982	+6%	+$78K	﹤0.01%	751
2024 Q1	$1.22M	Buy	+15,261	New	+$1.17M	0.01%	572

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

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

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 New York $871B AUM 31.28% 1-Year Est. Return

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

Focus Partners Wealth's ESGD Position: Q1 2026 in Review

Focus Partners Wealth increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 12% in Q1 2026, buying an estimated $707K and bringing the position to 67,816 shares worth $6.51M. The position accounts for 0.01% of the portfolio, ranked #846.

Focus Partners Wealth first reported a position in ESGD in Q1 2024 and has held it in 9 quarters since. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Focus Partners Wealth held 67,816 shares of iShares ESG Aware MSCI EAFE ETF worth $6.51M as of Q1 2026.
Focus Partners Wealth bought 7,145 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $707K.
iShares ESG Aware MSCI EAFE ETF made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #846 holding.
Focus Partners Wealth first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2024 and has held it in 9 quarters since.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.