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Integrated Investment Consultants’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Integrated Investment Consultants’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
-3,913
Closed -$349K – 341
2025
Q2 		$349K Hold
3,913
– – 0.07% 204
2025
Q1 		$320K Sell
3,913
-104
-3% -$8.39K 0.06% 235
2024
Q4 		$306K Hold
4,017
– – 0.06% 229
2024
Q3 		$338K Buy
4,017
+135
+3% +$10.9K 0.07% 210
2024
Q2 		$310K Hold
3,882
– – 0.09% 193
2024
Q1 		$310K Buy
3,882
+1,146
+42% +$87.8K 0.09% 193
2023
Q4 		$207K Buy
+2,736
New +$194K 0.07% 224
2023
Q3 		– Sell
-4,772
Closed -$348K – 246
2023
Q2 		$348K Buy
+4,772
New +$348K 0.11% 166

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

Integrated Investment Consultants's ESGD Position: Q3 2025 in Review

Integrated Investment Consultants sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2025, closing a stake of 3,913 shares — an estimated $349K sold.

Integrated Investment Consultants first reported a position in ESGD in Q2 2023 and held it in 8 quarters. The position peaked at $349K in Q2 2025. 642 funds tracked by Wall St. Rank hold ESGD as of Q3 2025.

  • Integrated Investment Consultants reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Integrated Investment Consultants sold 3,913 iShares ESG Aware MSCI EAFE ETF shares in Q3 2025, an estimated $349K.
  • Integrated Investment Consultants first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2023 and held it in 8 quarters.
  • Integrated Investment Consultants's iShares ESG Aware MSCI EAFE ETF position peaked at $349K in Q2 2025.
  • 642 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2025.

Based on Integrated Investment Consultants's 13F filing for Q3 2025, filed 18 Nov 2025.