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High Falls Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

High Falls 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
2025
Q3 		– Sell
-2,367
Closed -$211K – 148
2025
Q2 		$211K Buy
+2,367
New +$202K 0.05% 134
2022
Q3 		– Sell
-3,359
Closed -$211K – 111
2022
Q2 		$211K Buy
3,359
+236
+8% +$16.1K 0.07% 105
2022
Q1 		$230K Sell
3,123
-1,068
-25% -$80.4K 0.06% 107
2021
Q4 		$333K Buy
+4,191
New +$334K 0.09% 96

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

High Falls Advisors's ESGD Position: Q3 2025 in Review

High Falls Advisors sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2025, closing a stake of 2,367 shares — an estimated $211K sold.

High Falls Advisors first reported a position in ESGD in Q4 2021 and held it in 4 quarters. The position peaked at $333K in Q4 2021. 642 funds tracked by Wall St. Rank hold ESGD as of Q3 2025.

  • High Falls Advisors reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • High Falls Advisors sold 2,367 iShares ESG Aware MSCI EAFE ETF shares in Q3 2025, an estimated $211K.
  • High Falls Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and held it in 4 quarters.
  • High Falls Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $333K in Q4 2021.
  • 642 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2025.

Based on High Falls Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.