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Guardian Wealth Advisors (North Carolina)’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$11.2K Buy
+117
New +$11.6K ﹤0.01% 535
2025
Q3 		– Sell
-93
Closed -$8.3K – 396
2025
Q2 		$8.3K Buy
+93
New +$7.93K ﹤0.01% 489

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

Guardian Wealth Advisors (North Carolina)'s ESGD Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2026: 117 shares worth $11.2K. The stake represents ﹤0.01% of the portfolio and ranks #535 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in ESGD as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in ESGD in Q2 2025 and has held it in 2 quarters since. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 117 shares of iShares ESG Aware MSCI EAFE ETF worth $11.2K as of Q1 2026.
  • iShares ESG Aware MSCI EAFE ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #535 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2025 and has held it in 2 quarters since.
  • 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.