Frank Rimerman Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Frank Rimerman 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
2026 Q1	–	Sell	-5,356	Closed	-$509K	–	607
2025 Q4	$509K	Hold	5,356	–	–	0.03%	380
2025 Q3	$498K	Hold	5,356	–	–	0.03%	374
2025 Q2	$478K	Hold	5,356	–	–	0.03%	358
2025 Q1	$438K	Hold	5,356	–	–	0.03%	339
2024 Q4	$408K	Hold	5,356	–	–	0.03%	349
2024 Q3	$451K	Hold	5,356	–	–	0.03%	349
2024 Q2	$422K	Hold	5,356	–	–	0.03%	374
2024 Q1	$428K	Hold	5,356	–	–	0.08%	66
2023 Q4	$405K	Hold	5,356	–	–	0.08%	69
2023 Q3	$370K	Hold	5,356	–	–	0.09%	68
2023 Q2	$391K	Hold	5,356	–	–	0.09%	71
2023 Q1	$385K	Hold	5,356	–	–	0.11%	69
2022 Q4	$352K	Hold	5,356	–	–	0.11%	62
2022 Q3	$301K	Hold	5,356	–	–	0.11%	63
2022 Q2	$336K	Hold	5,356	–	–	0.13%	58
2022 Q1	$395K	Hold	5,356	–	–	0.13%	91
2021 Q4	$426K	Hold	5,356	–	–	0.14%	85
2021 Q3	$420K	Hold	5,356	–	–	0.16%	71
2021 Q2	$423K	Hold	5,356	–	–	0.17%	51
2021 Q1	$407K	Hold	5,356	–	–	0.18%	47
2020 Q4	$391K	Buy	+5,356	New	+$366K	0.18%	53

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

Frank Rimerman Advisors's ESGD Position: Q1 2026 in Review

Frank Rimerman Advisors sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2026, closing a stake of 5,356 shares — an estimated $509K sold.

Frank Rimerman Advisors first reported a position in ESGD in Q4 2020 and held it in 21 quarters. The position peaked at $509K in Q4 2025. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Frank Rimerman Advisors reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
Frank Rimerman Advisors sold 5,356 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $509K.
Frank Rimerman Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and held it in 21 quarters.
Frank Rimerman Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $509K in Q4 2025.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.