Geneos Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $61.8K | Buy |
646
+10
| +2% | +$989 | ﹤0.01% | 1337 |
|
|
2025
Q4 | $60.5K | Sell |
636
-81
| -11% | -$7.63K | ﹤0.01% | 1326 |
|
|
2025
Q3 | $66.7K | Sell |
717
-54
| -7% | -$4.89K | ﹤0.01% | 1270 |
|
|
2025
Q2 | $68.8K | Sell |
771
-997
| -56% | -$85K | ﹤0.01% | 1414 |
|
|
2025
Q1 | $181K | Buy |
1,768
+968
| +121% | +$78.1K | ﹤0.01% | 1275 |
|
|
2024
Q4 | $60.9K | Buy |
800
+62
| +8% | +$4.93K | ﹤0.01% | 1245 |
|
|
2024
Q3 | $62.1K | Buy |
738
+301
| +69% | +$24.3K | ﹤0.01% | 1122 |
|
|
2024
Q2 | $34.4K | Buy |
437
+14
| +3% | +$1.11K | ﹤0.01% | 1197 |
|
|
2024
Q1 | $33.8K | Sell |
423
-565
| -57% | -$43.3K | ﹤0.01% | 1204 |
|
|
2023
Q4 | $74.6K | Buy |
988
+52
| +6% | +$3.68K | ﹤0.01% | 935 |
|
|
2023
Q3 | $64.7K | Buy |
936
+526
| +128% | +$37.9K | ﹤0.01% | 1003 |
|
|
2023
Q2 | $29.9K | Hold |
410
| – | – | ﹤0.01% | 1247 |
|
|
2023
Q1 | $29.5K | Hold |
410
| – | – | ﹤0.01% | 1229 |
|
|
2022
Q4 | $27K | Buy |
410
+35
| +9% | +$2.2K | ﹤0.01% | 1247 |
|
|
2022
Q3 | $21K | Sell |
375
-94
| -20% | -$5.89K | ﹤0.01% | 1305 |
|
|
2022
Q2 | $29K | Hold |
469
| – | – | ﹤0.01% | 1508 |
|
|
2022
Q1 | $34K | Sell |
469
-353
| -43% | -$26.6K | ﹤0.01% | 1536 |
|
|
2021
Q4 | $65K | Sell |
822
-370
| -31% | -$29.5K | ﹤0.01% | 1358 |
|
|
2021
Q3 | $93K | Buy |
1,192
+39
| +3% | +$3.13K | ﹤0.01% | 1203 |
|
|
2021
Q2 | $91K | Sell |
1,153
-2,538
| -69% | -$202K | ﹤0.01% | 1198 |
|
|
2021
Q1 | $288K | Sell |
3,691
-233
| -6% | -$17.5K | 0.01% | 822 |
|
|
2020
Q4 | $85K | Buy |
3,924
+2,921
| +291% | +$199K | ﹤0.01% | 1204 |
|
|
2020
Q3 | $63K | Hold |
1,003
| – | – | ﹤0.01% | 1144 |
|
|
2020
Q2 | $60K | Buy |
1,003
+275
| +38% | +$15.8K | ﹤0.01% | 1141 |
|
|
2020
Q1 | $38K | Hold |
728
| – | – | ﹤0.01% | 1227 |
|
|
2019
Q4 | $50K | Hold |
728
| – | – | ﹤0.01% | 1252 |
|
|
2019
Q3 | $46K | Sell |
728
-1,000
| -58% | -$63.2K | ﹤0.01% | 1220 |
|
|
2019
Q2 | $111K | Hold |
1,728
| – | – | 0.01% | 868 |
|
|
2019
Q1 | $109K | Sell |
1,728
-150
| -8% | -$9.21K | 0.01% | 831 |
|
|
2018
Q4 | $107K | Sell |
1,878
-5
| -0.3% | -$304 | 0.01% | 817 |
|
|
2018
Q3 | $124K | Buy |
1,883
+673
| +56% | +$44.2K | 0.01% | 812 |
|
|
2018
Q2 | $78K | Sell |
1,210
-430
| -26% | -$29.1K | 0.01% | 868 |
|
|
2018
Q1 | $110K | Buy |
1,640
+60
| +4% | +$4.13K | 0.01% | 724 |
|
|
2017
Q4 | $107K | Buy |
1,580
+430
| +37% | +$28.9K | 0.01% | 724 |
|
|
2017
Q3 | $76K | Buy |
1,150
+1,000
| +667% | +$64.5K | 0.01% | 794 |
|
|
2017
Q2 | $9K | Buy |
+150
| New | +$9.35K | ﹤0.01% | 1570 |
|
Other funds holding ESGD
TWIM
AA
Geneos Wealth Management's ESGD Position: Q1 2026 in Review
Geneos Wealth Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.6% in Q1 2026, buying an estimated $989 and bringing the position to 646 shares worth $61.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1337.
Geneos Wealth Management first reported a position in ESGD in Q2 2017 and has held it in 36 quarters since. The position peaked at $288K in Q1 2021. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.
- Geneos Wealth Management held 646 shares of iShares ESG Aware MSCI EAFE ETF worth $61.8K as of Q1 2026.
- Geneos Wealth Management bought 10 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $989.
- iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1337 holding.
- Geneos Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2017 and has held it in 36 quarters since.
- Geneos Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $288K in Q1 2021.
- 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.