HWA
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Heritage Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Heritage Wealth Advisors’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 		$3.83M Buy
40,098
+1,489
+4% +$147K 0.15% 42
2025
Q4 		$3.67M Buy
38,609
+3,369
+10% +$318K 0.14% 51
2025
Q3 		$3.28M Buy
35,240
+1,563
+5% +$141K 0.14% 46
2025
Q2 		$3M Buy
33,677
+6,265
+23% +$534K 0.14% 49
2025
Q1 		$2.24M Buy
27,412
+1,040
+4% +$83.9K 0.11% 53
2024
Q4 		$2.01M Buy
26,372
+346
+1% +$27.5K 0.1% 59
2024
Q3 		$2.19M Sell
26,026
-106
-0.4% -$8.56K 0.1% 59
2024
Q2 		$2.06M Buy
26,132
+869
+3% +$69K 0.09% 58
2024
Q1 		$2.02M Sell
25,263
-10
-0% -$766 0.09% 59
2023
Q4 		$1.91M Buy
25,273
+694
+3% +$49.1K 0.09% 58
2023
Q3 		$1.7M Buy
24,579
+6,142
+33% +$442K 0.09% 59
2023
Q2 		$1.34M Buy
18,437
+8,120
+79% +$592K 0.07% 66
2023
Q1 		$741K Sell
10,317
-57
-0.5% -$4K 0.04% 97
2022
Q4 		$682K Buy
10,374
+17
+0.2% +$1.07K 0.04% 104
2022
Q3 		$581K Buy
10,357
+2,484
+32% +$156K 0.04% 107
2022
Q2 		$494K Buy
7,873
+4,090
+108% +$279K 0.03% 127
2022
Q1 		$279K Buy
3,783
+3,418
+936% +$257K 0.02% 166
2021
Q4 		$29K Buy
365
+75
+26% +$5.97K ﹤0.01% 373
2021
Q3 		$22.7K Buy
+290
New +$23.3K ﹤0.01% 396

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

Heritage Wealth Advisors's ESGD Position: Q1 2026 in Review

Heritage Wealth Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 3.9% in Q1 2026, buying an estimated $147K and bringing the position to 40,098 shares worth $3.83M. The position accounts for 0.15% of the portfolio, ranked #42.

Heritage Wealth Advisors first reported a position in ESGD in Q3 2021 and has held it in 19 quarters since. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Heritage Wealth Advisors held 40,098 shares of iShares ESG Aware MSCI EAFE ETF worth $3.83M as of Q1 2026.
  • Heritage Wealth Advisors bought 1,489 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $147K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.15% of Heritage Wealth Advisors's portfolio in Q1 2026, its #42 holding.
  • Heritage Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2021 and has held it in 19 quarters since.
  • 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.