Golden State Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Golden State Wealth Management’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	–	Sell	-359	Closed	-$34.2K	–	1654
2025 Q4	$34.2K	Buy	359 +7	+2%	+$660	﹤0.01%	785
2025 Q3	$32.8K	Hold	352	–	–	﹤0.01%	783
2025 Q2	$31.4K	Buy	352 +6	+2%	+$512	﹤0.01%	756
2025 Q1	$28.3K	Hold	346	–	–	﹤0.01%	721
2024 Q4	$26.3K	Buy	+346	New	+$27.5K	﹤0.01%	699

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Golden State Wealth Management's ESGD Position: Q1 2026 in Review

Golden State Wealth Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2026, closing a stake of 359 shares — an estimated $34.2K sold.

Golden State Wealth Management first reported a position in ESGD in Q4 2024 and held it in 5 quarters. The position peaked at $34.2K in Q4 2025. 754 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Golden State Wealth Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
Golden State Wealth Management sold 359 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $34.2K.
Golden State Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2024 and held it in 5 quarters.
Golden State Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $34.2K in Q4 2025.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.