GGM Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

GGM Wealth 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
2025 Q1	$442K	Hold	5,220	–	–	0.25%	80
2024 Q4	$397K	Buy	5,220 +19	+0.4%	+$1.51K	0.21%	83
2024 Q3	$438K	Buy	5,201 +546	+12%	+$44.1K	0.19%	83
2024 Q2	$367K	Buy	+4,655	New	+$370K	0.17%	90
2022 Q2	–	Sell	-7,960	Closed	-$573K	–	136
2022 Q1	$573K	Hold	7,960	–	–	0.29%	70
2021 Q4	$634K	Hold	7,960	–	–	0.5%	43
2021 Q3	$641K	Sell	7,960 -20	-0.3%	-$1.61K	0.51%	40
2021 Q2	$626K	Buy	7,980 +20	+0.3%	+$1.59K	0.53%	41
2021 Q1	$621K	Buy	+7,960	New	+$599K	0.5%	40

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GGM Wealth Advisors's ESGD Position: Q1 2025 in Review

GGM Wealth Advisors held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q1 2025 at 5,220 shares worth $442K. The position accounts for 0.25% of the portfolio, ranked #80.

GGM Wealth Advisors first reported a position in ESGD in Q1 2021 and has held it in 9 quarters since. The position peaked at $641K in Q3 2021. 607 funds tracked by Wall St. Rank hold ESGD as of Q1 2025.

GGM Wealth Advisors held 5,220 shares of iShares ESG Aware MSCI EAFE ETF worth $442K as of Q1 2025.
GGM Wealth Advisors left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q1 2025.
iShares ESG Aware MSCI EAFE ETF made up 0.25% of GGM Wealth Advisors's portfolio in Q1 2025, its #80 holding.
GGM Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2021 and has held it in 9 quarters since.
GGM Wealth Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $641K in Q3 2021.
607 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.