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Integrated Advisors Network’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Integrated Advisors Network’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
Q1 		– Sell
-3,737
Closed -$285K – 731
2024
Q4 		$285K Buy
3,737
+16
+0.4% +$1.27K 0.01% 581
2024
Q3 		$313K Hold
3,721
– – 0.01% 582
2024
Q2 		$293K Sell
3,721
-274
-7% -$21.8K 0.02% 572
2024
Q1 		$319K Sell
3,995
-2
-0.1% -$153 0.02% 579
2023
Q4 		$302K Buy
3,997
+1
+0% +$71 0.02% 551
2023
Q3 		$276K Hold
3,996
– – 0.02% 557
2023
Q2 		$291K Buy
3,996
+257
+7% +$18.7K 0.02% 549
2023
Q1 		$269K Buy
3,739
+71
+2% +$4.98K 0.02% 574
2022
Q4 		$241K Sell
3,668
-1,008
-22% -$63.3K 0.02% 546
2022
Q3 		$262K Buy
4,676
+1,000
+27% +$62.7K 0.02% 534
2022
Q2 		$231K Buy
+3,676
New +$251K 0.02% 591

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Integrated Advisors Network's ESGD Position: Q1 2025 in Review

Integrated Advisors Network sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2025, closing a stake of 3,737 shares — an estimated $285K sold.

Integrated Advisors Network first reported a position in ESGD in Q2 2022 and held it in 11 quarters. The position peaked at $319K in Q1 2024. 606 funds tracked by Wall St. Rank hold ESGD as of Q1 2025.

  • Integrated Advisors Network reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • Integrated Advisors Network sold 3,737 iShares ESG Aware MSCI EAFE ETF shares in Q1 2025, an estimated $285K.
  • Integrated Advisors Network first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2022 and held it in 11 quarters.
  • Integrated Advisors Network's iShares ESG Aware MSCI EAFE ETF position peaked at $319K in Q1 2024.
  • 606 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2025.

Based on Integrated Advisors Network's 13F filing for Q1 2025, filed 15 Apr 2025.