Freestone Capital Holdings’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Freestone Capital Holdings’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	$2M	Sell	20,924 -10,079	-33%	-$997K	0.06%	183
2025 Q4	$2.95M	Buy	31,003 +1,260	+4%	+$119K	0.09%	145
2025 Q3	$2.77M	Buy	+29,743	New	+$2.69M	0.08%	151
2022 Q1	–	Sell	-3,273	Closed	-$260K	–	592
2021 Q4	$260K	Buy	+3,273	New	+$261K	0.01%	430
2021 Q1	–	Sell	-584	Closed	-$42.7K	–	612
2020 Q4	$42.7K	Hold	584	–	–	﹤0.01%	602
2020 Q3	$37.1K	Buy	+584	New	+$37.3K	﹤0.01%	533

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

Freestone Capital Holdings's ESGD Position: Q1 2026 in Review

Freestone Capital Holdings reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 33% in Q1 2026, selling an estimated $997K and leaving 20,924 shares worth $2M. The position accounts for 0.06% of the portfolio, ranked #183.

Freestone Capital Holdings first reported a position in ESGD in Q3 2020 and has held it in 6 quarters since. The position peaked at $2.95M in Q4 2025. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Freestone Capital Holdings held 20,924 shares of iShares ESG Aware MSCI EAFE ETF worth $2M as of Q1 2026.
Freestone Capital Holdings sold 10,079 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $997K.
iShares ESG Aware MSCI EAFE ETF made up 0.06% of Freestone Capital Holdings's portfolio in Q1 2026, its #183 holding.
Freestone Capital Holdings first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2020 and has held it in 6 quarters since.
Freestone Capital Holdings's iShares ESG Aware MSCI EAFE ETF position peaked at $2.95M in Q4 2025.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.