Glassman Wealth Services’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Glassman Wealth Services’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	$191	Hold	2	–	–	﹤0.01%	183
2025 Q4	$190	Hold	2	–	–	﹤0.01%	191
2025 Q3	$186	Hold	2	–	–	﹤0.01%	180
2025 Q2	$178	Hold	2	–	–	﹤0.01%	176
2025 Q1	$163	Hold	2	–	–	﹤0.01%	205
2024 Q4	$152	Hold	2	–	–	﹤0.01%	172
2024 Q3	$168	Hold	2	–	–	﹤0.01%	177
2024 Q2	$158	Hold	2	–	–	﹤0.01%	188
2024 Q1	$160	Hold	2	–	–	﹤0.01%	200
2023 Q4	$151	Hold	2	–	–	﹤0.01%	1924
2023 Q3	$138	Sell	2 -20	-91%	-$1.44K	﹤0.01%	1947
2023 Q2	$1.6K	Buy	+22	New	+$1.6K	﹤0.01%	1318

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 $1.47T 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 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

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

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return