IAG Wealth Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

IAG Wealth Partners’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	$73.1K	Hold	765	–	–	0.01%	187
2025 Q4	$72.7K	Hold	765	–	–	0.01%	182
2025 Q3	$71.1K	Hold	765	–	–	0.01%	187
2025 Q2	$68.3K	Hold	765	–	–	0.01%	183
2025 Q1	$62.5K	Hold	765	–	–	0.01%	182
2024 Q4	$58.2K	Hold	765	–	–	0.01%	182
2024 Q3	$64.4K	Hold	765	–	–	0.01%	167
2024 Q2	$60.3K	Hold	765	–	–	0.01%	165
2024 Q1	$61.1K	Hold	765	–	–	0.01%	152
2023 Q4	$57.8K	Hold	765	–	–	0.01%	149
2023 Q3	$52.9K	Sell	765 -129	-14%	-$9.29K	0.01%	147
2023 Q2	$65.2K	Hold	894	–	–	0.02%	142
2023 Q1	$64.2K	Hold	894	–	–	0.02%	125
2022 Q4	$58.8K	Hold	894	–	–	0.02%	128
2022 Q3	$50K	Hold	894	–	–	0.02%	123
2022 Q2	$56K	Buy	894 +485	+119%	+$33.1K	0.02%	119
2022 Q1	$30K	Hold	409	–	–	0.01%	179
2021 Q4	$32K	Hold	409	–	–	0.01%	174
2021 Q3	$33K	Hold	409	–	–	0.01%	157
2021 Q2	$33K	Hold	409	–	–	0.01%	157
2021 Q1	$32K	Hold	409	–	–	0.01%	149
2020 Q4	$30K	Hold	409	–	–	0.01%	142
2020 Q3	$26K	Hold	409	–	–	0.01%	144
2020 Q2	$25K	Buy	+409	New	+$23.5K	0.01%	144

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

IAG Wealth Partners's ESGD Position: Q1 2026 in Review

IAG Wealth Partners held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q1 2026 at 765 shares worth $73.1K. The position accounts for 0.01% of the portfolio, ranked #187.

IAG Wealth Partners first reported a position in ESGD in Q2 2020 and has held it in 24 quarters since. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

IAG Wealth Partners held 765 shares of iShares ESG Aware MSCI EAFE ETF worth $73.1K as of Q1 2026.
IAG Wealth Partners left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #187 holding.
IAG Wealth Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2020 and has held it in 24 quarters since.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.