Global Financial Private Client’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-6	Closed	-$490	–	654
2025 Q1	$490	Hold	6	–	–	﹤0.01%	1282
2024 Q4	$457	Hold	6	–	–	﹤0.01%	972
2024 Q3	$505	Hold	6	–	–	﹤0.01%	782
2024 Q2	$473	Hold	6	–	–	﹤0.01%	657
2024 Q1	$477	Hold	6	–	–	﹤0.01%	680
2023 Q4	$453	Sell	6 -114	-95%	-$8.07K	﹤0.01%	665
2023 Q3	$8.17K	Hold	120	–	–	﹤0.01%	461
2023 Q2	$8.74K	Buy	120 +15	+14%	+$1.09K	﹤0.01%	457
2023 Q1	$7.61K	Hold	105	–	–	﹤0.01%	473
2022 Q4	$6.9K	Hold	105	–	–	﹤0.01%	462
2022 Q3	$6.03K	Buy	105 +18	+21%	+$1.13K	﹤0.01%	452
2022 Q2	$5.47K	Hold	87	–	–	﹤0.01%	451
2022 Q1	$6.47K	Sell	87 -83	-49%	-$6.25K	﹤0.01%	445
2021 Q4	$13.5K	Hold	170	–	–	0.01%	370
2021 Q3	$13.4K	Buy	170 +49	+40%	+$3.93K	0.01%	325
2021 Q2	$9.6K	Buy	121 +60	+98%	+$4.78K	0.01%	367
2021 Q1	$4.69K	Buy	+61	New	+$4.59K	﹤0.01%	366

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

Global Financial Private Client's ESGD Position: Q2 2025 in Review

Global Financial Private Client sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2025, closing a stake of 6 shares — an estimated $490 sold.

Global Financial Private Client first reported a position in ESGD in Q1 2021 and held it in 17 quarters. The position peaked at $13.5K in Q4 2021. 641 funds tracked by Wall St. Rank hold ESGD as of Q2 2025.

Global Financial Private Client reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 6 iShares ESG Aware MSCI EAFE ETF shares in Q2 2025, an estimated $490.
Global Financial Private Client first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2021 and held it in 17 quarters.
Global Financial Private Client's iShares ESG Aware MSCI EAFE ETF position peaked at $13.5K in Q4 2021.
641 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.