Horizons Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Horizons Wealth Management’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	$175K	Sell	1,827 -46	-2%	-$4.55K	0.11%	66
2025 Q4	$178K	Hold	1,873	–	–	0.12%	66
2025 Q3	$174K	Hold	1,873	–	–	0.12%	66
2025 Q2	$167K	Hold	1,873	–	–	0.12%	68
2025 Q1	$153K	Hold	1,873	–	–	0.11%	68
2024 Q4	$143K	Hold	1,873	–	–	0.11%	68
2024 Q3	$158K	Hold	1,873	–	–	0.12%	70
2024 Q2	$149K	Sell	1,873 -1,345	-42%	-$107K	0.12%	72
2024 Q1	$243K	Hold	3,218	–	–	0.16%	56
2023 Q4	$243K	Sell	3,218 -21	-0.6%	-$1.49K	0.16%	56
2023 Q3	$224K	Sell	3,239 -5	-0.2%	-$360	0.16%	59
2023 Q2	$235K	Sell	3,244 -87	-3%	-$6.35K	0.17%	59
2023 Q1	$239K	Buy	3,331 +29	+0.9%	+$2.04K	0.18%	56
2022 Q4	$218K	Sell	3,302 -250	-7%	-$15.7K	0.17%	56
2022 Q3	$199K	Sell	3,552 -10	-0.3%	-$627	0.18%	51
2022 Q2	$235K	Buy	+3,562	New	+$243K	0.19%	50

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Horizons Wealth Management's ESGD Position: Q1 2026 in Review

Horizons Wealth Management reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2.5% in Q1 2026, selling an estimated $4.55K and leaving 1,827 shares worth $175K. The position accounts for 0.11% of the portfolio, ranked #66.

Horizons Wealth Management first reported a position in ESGD in Q2 2022 and has held it in 16 quarters since. The position peaked at $243K in Q1 2024. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Horizons Wealth Management held 1,827 shares of iShares ESG Aware MSCI EAFE ETF worth $175K as of Q1 2026.
Horizons Wealth Management sold 46 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $4.55K.
iShares ESG Aware MSCI EAFE ETF made up 0.11% of Horizons Wealth Management's portfolio in Q1 2026, its #66 holding.
Horizons Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2022 and has held it in 16 quarters since.
Horizons Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $243K in Q1 2024.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.