Fort Vancouver Investment Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Fort Vancouver Investment 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	$104K	Hold	1,090	–	–	0.05%	31
2025 Q4	$104K	Hold	1,090	–	–	0.06%	31
2025 Q3	$101K	Hold	1,090	–	–	0.06%	32
2025 Q2	$97.3K	Hold	1,090	–	–	0.07%	32
2025 Q1	$89K	Sell	1,090 -254	-19%	-$20.5K	0.07%	30
2024 Q4	$102K	Hold	1,344	–	–	0.09%	29
2024 Q3	$113K	Hold	1,344	–	–	0.1%	29
2024 Q2	$106K	Buy	+1,344	New	+$107K	0.1%	30

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

Fort Vancouver Investment Management's ESGD Position: Q1 2026 in Review

Fort Vancouver Investment Management held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q1 2026 at 1,090 shares worth $104K. The position accounts for 0.05% of the portfolio, ranked #31.

Fort Vancouver Investment Management first reported a position in ESGD in Q2 2024 and has held it in 8 quarters since. The position peaked at $113K in Q3 2024. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Fort Vancouver Investment Management held 1,090 shares of iShares ESG Aware MSCI EAFE ETF worth $104K as of Q1 2026.
Fort Vancouver Investment Management left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.05% of Fort Vancouver Investment Management's portfolio in Q1 2026, its #31 holding.
Fort Vancouver Investment Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2024 and has held it in 8 quarters since.
Fort Vancouver Investment Management's iShares ESG Aware MSCI EAFE ETF position peaked at $113K in Q3 2024.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Fort Vancouver Investment Management's 13F filing for Q1 2026, filed 15 May 2026.