Janney Montgomery Scott
ESGD icon

Janney Montgomery Scott’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Janney Montgomery Scott’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 		$3.02M Buy
31,542
+375
+1% +$37.1K 0.01% 1074
2025
Q4 		$2.96M Sell
31,167
-2,002
-6% -$189K 0.01% 1153
2025
Q3 		$3.08M Buy
33,169
+11,417
+52% +$1.03M 0.01% 1111
2025
Q2 		$1.94M Buy
21,752
+9,106
+72% +$776K 0.01% 1229
2025
Q1 		$1.03M Buy
12,646
+845
+7% +$68.2K ﹤0.01% 1523
2024
Q4 		$899K Buy
11,801
+6,193
+110% +$493K ﹤0.01% 1608
2024
Q3 		$472K Buy
5,608
+126
+2% +$10.2K ﹤0.01% 2010
2024
Q2 		$432K Sell
5,482
-416
-7% -$33K ﹤0.01% 1994
2024
Q1 		$471K Sell
5,898
-1,009
-15% -$77.3K ﹤0.01% 2041
2023
Q4 		$522K Sell
6,907
-12,424
-64% -$880K ﹤0.01% 1861
2023
Q3 		$1.34M Sell
19,331
-7,990
-29% -$575K 0.01% 1183
2023
Q2 		$1.99M Buy
27,321
+3,130
+13% +$228K 0.01% 1072
2023
Q1 		$1.74M Buy
24,191
+3,755
+18% +$264K 0.01% 1041
2022
Q4 		$1.34M Sell
20,436
-598
-3% -$37.6K 0.01% 1215
2022
Q3 		$1.18M Buy
21,034
+1,562
+8% +$97.9K 0.01% 1234
2022
Q2 		$1.23M Buy
19,472
+2,483
+15% +$169K 0.01% 1140
2022
Q1 		$1.25M Sell
16,989
-5,544
-25% -$418K 0.01% 1136
2021
Q4 		$1.79M Buy
22,533
+5,747
+34% +$458K 0.01% 1032
2021
Q3 		$1.32M Buy
16,786
+11,913
+244% +$956K 0.01% 1152
2021
Q2 		$385K Buy
+4,873
New +$388K ﹤0.01% 1797

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

Janney Montgomery Scott's ESGD Position: Q1 2026 in Review

Janney Montgomery Scott increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.2% in Q1 2026, buying an estimated $37.1K and bringing the position to 31,542 shares worth $3.02M. The position accounts for 0.01% of the portfolio, ranked #1074.

Janney Montgomery Scott first reported a position in ESGD in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.08M in Q3 2025. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Janney Montgomery Scott held 31,542 shares of iShares ESG Aware MSCI EAFE ETF worth $3.02M as of Q1 2026.
  • Janney Montgomery Scott bought 375 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $37.1K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1074 holding.
  • Janney Montgomery Scott first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2021 and has held it in 20 quarters since.
  • Janney Montgomery Scott's iShares ESG Aware MSCI EAFE ETF position peaked at $3.08M in Q3 2025.
  • 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.