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

Gen-Wealth Partners’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 		$99.7K Sell
1,043
-113
-10% -$11.2K 0.03% 326
2025
Q4 		$110K Sell
1,156
-151
-12% -$14.2K 0.04% 315
2025
Q3 		$122K Buy
1,307
+452
+53% +$40.9K 0.04% 293
2025
Q2 		$76.3K Buy
+855
New +$72.9K 0.03% 307
2024
Q2 		– Sell
-75
Closed -$5.99K – 664
2024
Q1 		$5.99K Buy
+75
New +$5.75K ﹤0.01% 486

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Gen-Wealth Partners's ESGD Position: Q1 2026 in Review

Gen-Wealth Partners reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 9.8% in Q1 2026, selling an estimated $11.2K and leaving 1,043 shares worth $99.7K. The position accounts for 0.03% of the portfolio, ranked #326.

Gen-Wealth Partners first reported a position in ESGD in Q1 2024 and has held it in 5 quarters since. The position peaked at $122K in Q3 2025. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Gen-Wealth Partners held 1,043 shares of iShares ESG Aware MSCI EAFE ETF worth $99.7K as of Q1 2026.
  • Gen-Wealth Partners sold 113 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $11.2K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.03% of Gen-Wealth Partners's portfolio in Q1 2026, its #326 holding.
  • Gen-Wealth Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2024 and has held it in 5 quarters since.
  • Gen-Wealth Partners's iShares ESG Aware MSCI EAFE ETF position peaked at $122K in Q3 2025.
  • 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.