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Haverford Trust Company’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Haverford Trust Company’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 		$2.48M Sell
25,894
-35
-0.1% -$3.46K 0.02% 166
2025
Q4 		$2.47M Buy
25,929
+105
+0.4% +$9.9K 0.02% 162
2025
Q3 		$2.4M Buy
25,824
+672
+3% +$60.8K 0.02% 160
2025
Q2 		$2.24M Buy
25,152
+4,720
+23% +$402K 0.02% 173
2025
Q1 		$1.67M Buy
20,432
+1,749
+9% +$141K 0.02% 183
2024
Q4 		$1.42M Buy
18,683
+5,220
+39% +$415K 0.01% 195
2024
Q3 		$1.13M Sell
13,463
-468
-3% -$37.8K 0.01% 217
2024
Q2 		$1.1M Hold
13,931
– – 0.01% 212
2024
Q1 		$1.11M Buy
13,931
+600
+5% +$46K 0.01% 206
2023
Q4 		$1.01M Buy
13,331
+1,429
+12% +$101K 0.01% 207
2023
Q3 		$823K Hold
11,902
– – 0.01% 217
2023
Q2 		$868K Sell
11,902
-365
-3% -$26.6K 0.01% 217
2023
Q1 		$881K Buy
12,267
+6,390
+109% +$448K 0.01% 207
2022
Q4 		$386K Hold
5,877
– – ﹤0.01% 269
2022
Q3 		$330K Hold
5,877
– – ﹤0.01% 282
2022
Q2 		$369K Buy
5,877
+302
+5% +$20.6K ﹤0.01% 274
2022
Q1 		$411K Hold
5,575
– – ﹤0.01% 276
2021
Q4 		$443K Hold
5,575
– – ﹤0.01% 267
2021
Q3 		$437K Buy
5,575
+1,045
+23% +$83.9K 0.01% 265
2021
Q2 		$358K Buy
4,530
+383
+9% +$30.5K ﹤0.01% 286
2021
Q1 		$315K Buy
4,147
+745
+22% +$56.1K ﹤0.01% 264
2020
Q4 		$248K Buy
3,402
+35
+1% +$2.39K ﹤0.01% 267
2020
Q3 		$214K Buy
+3,367
New +$215K ﹤0.01% 274

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

Haverford Trust Company's ESGD Position: Q1 2026 in Review

Haverford Trust Company reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.13% in Q1 2026, selling an estimated $3.46K and leaving 25,894 shares worth $2.48M. The position accounts for 0.02% of the portfolio, ranked #166.

Haverford Trust Company first reported a position in ESGD in Q3 2020 and has held it in 23 quarters since. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Haverford Trust Company held 25,894 shares of iShares ESG Aware MSCI EAFE ETF worth $2.48M as of Q1 2026.
  • Haverford Trust Company sold 35 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $3.46K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.02% of Haverford Trust Company's portfolio in Q1 2026, its #166 holding.
  • Haverford Trust Company first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2020 and has held it in 23 quarters since.
  • 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Haverford Trust Company's 13F filing for Q1 2026, filed 11 May 2026.