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High Note Wealth’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

High Note Wealth’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 		$30.1M Sell
314,519
-1,635
-0.5% -$162K 5.91% 2
2025
Q4 		$30.1M Sell
316,154
-1,344
-0.4% -$127K 5.89% 2
2025
Q3 		$29.5M Sell
317,498
-2,666
-0.8% -$241K 5.92% 2
2025
Q2 		$28.6M Buy
320,164
+11,750
+4% +$1M 6.54% 2
2025
Q1 		$25.2M Buy
308,414
+15,030
+5% +$1.21M 6.24% 2
2024
Q4 		$22.3M Buy
293,384
+8,603
+3% +$684K 5.81% 4
2024
Q3 		$24M Buy
284,781
+3,657
+1% +$296K 6.85% 2
2024
Q2 		$22.1M Buy
281,124
+9,917
+4% +$788K 6.77% 3
2024
Q1 		$21.7M Buy
271,207
+30,604
+13% +$2.34M 7.05% 2
2023
Q4 		$18.2M Buy
240,603
+796
+0.3% +$56.4K 6.83% 2
2023
Q3 		$16.6M Buy
239,807
+3,644
+2% +$262K 6.85% 1
2023
Q2 		$17.2M Sell
236,163
-8,818
-4% -$643K 7.02% 1
2023
Q1 		$17.6M Buy
244,981
+1,149
+0.5% +$80.6K 7.25% 1
2022
Q4 		$16M Sell
243,832
-3,049
-1% -$191K 6.71% 1
2022
Q3 		$14.6M Sell
246,881
-2,821
-1% -$177K 5.85% 1
2022
Q2 		$15.7M Buy
249,702
+594
+0.2% +$40.5K 6.11% 1
2022
Q1 		$18.4M Sell
249,108
-40,632
-14% -$3.06M 6.48% 1
2021
Q4 		$23M Buy
289,740
+1,389
+0.5% +$111K 7.77% 1
2021
Q3 		$22.6M Buy
288,351
+3,015
+1% +$242K 8.15% 1
2021
Q2 		$22.5M Sell
285,336
-2,591
-0.9% -$206K 8.19% 1
2021
Q1 		$21.9M Buy
287,927
+2,137
+0.7% +$161K 8.49% 1
2020
Q4 		$20.9M Buy
+285,790
New +$19.5M 8.87% 1

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

High Note Wealth's ESGD Position: Q1 2026 in Review

High Note Wealth reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.52% in Q1 2026, selling an estimated $162K and leaving 314,519 shares worth $30.1M. The position accounts for 5.91% of the portfolio, ranked #2.

High Note Wealth first reported a position in ESGD in Q4 2020 and has held it in 22 quarters since. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • High Note Wealth held 314,519 shares of iShares ESG Aware MSCI EAFE ETF worth $30.1M as of Q1 2026.
  • High Note Wealth sold 1,635 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $162K.
  • iShares ESG Aware MSCI EAFE ETF made up 5.91% of High Note Wealth's portfolio in Q1 2026, its #2 holding.
  • High Note Wealth first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and has held it in 22 quarters since.
  • 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.