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Great Valley Advisor Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Great Valley Advisor Group’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 		$753K Buy
7,882
+2,773
+54% +$274K 0.01% 566
2025
Q4 		$486K Buy
5,109
+336
+7% +$31.7K 0.01% 634
2025
Q3 		$444K Buy
4,773
+54
+1% +$4.89K 0.01% 658
2025
Q2 		$421K Buy
4,719
+1,192
+34% +$102K 0.01% 654
2025
Q1 		$288K Buy
3,527
+661
+23% +$53.3K 0.01% 738
2024
Q4 		$218K Buy
2,866
+246
+9% +$19.6K ﹤0.01% 791
2024
Q3 		$220K Hold
2,620
– – 0.01% 781
2024
Q2 		$206K Hold
2,620
– – 0.01% 740
2024
Q1 		$209K Buy
+2,620
New +$201K 0.01% 702
2023
Q3 		– Sell
-2,827
Closed -$206K – 693
2023
Q2 		$206K Buy
2,827
+6
+0.2% +$438 0.01% 651
2023
Q1 		$203K Sell
2,821
-889
-24% -$62.4K 0.01% 651
2022
Q4 		$244K Buy
+3,710
New +$233K 0.01% 606
2022
Q2 		– Sell
-3,033
Closed -$241K – 687
2022
Q1 		$241K Buy
3,033
+4
+0.1% +$301 0.01% 528
2021
Q4 		$237K Hold
3,029
– – 0.01% 540
2021
Q3 		$237K Buy
3,029
+3
+0.1% +$241 0.02% 517
2021
Q2 		$230K Hold
3,026
– – 0.02% 502
2021
Q1 		$230K Hold
3,026
– – 0.02% 454
2020
Q4 		$221K Buy
+3,026
New +$207K 0.02% 435

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 $1.56T 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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Great Valley Advisor Group's ESGD Position: Q1 2026 in Review

Great Valley Advisor Group increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 54% in Q1 2026, buying an estimated $274K and bringing the position to 7,882 shares worth $753K. The position accounts for 0.01% of the portfolio, ranked #566.

Great Valley Advisor Group first reported a position in ESGD in Q4 2020 and has held it in 18 quarters since. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Great Valley Advisor Group held 7,882 shares of iShares ESG Aware MSCI EAFE ETF worth $753K as of Q1 2026.
  • Great Valley Advisor Group bought 2,773 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $274K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #566 holding.
  • Great Valley Advisor Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and has held it in 18 quarters since.
  • 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.