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

JFG 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
2025 Q2	–	Sell	-8,077	Closed	-$660K	–	69
2025 Q1	$660K	Hold	8,077	–	–	0.15%	41
2024 Q4	$615K	Hold	8,077	–	–	0.14%	52
2024 Q3	$680K	Hold	8,077	–	–	0.19%	35
2024 Q2	$636K	Sell	8,077 -865	-10%	-$68.7K	0.18%	27
2024 Q1	$715K	Buy	8,942 +8	+0.1%	+$613	0.19%	25
2023 Q4	$675K	Hold	8,934	–	–	0.19%	30
2023 Q3	$618K	Hold	8,934	–	–	0.2%	16
2023 Q2	$652K	Hold	8,934	–	–	0.2%	16
2023 Q1	$642K	Hold	8,934	–	–	0.22%	14
2022 Q4	$587K	Buy	+8,934	New	+$561K	0.19%	17

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JFG Wealth Management's ESGD Position: Q2 2025 in Review

JFG Wealth Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2025, closing a stake of 8,077 shares — an estimated $660K sold.

JFG Wealth Management first reported a position in ESGD in Q4 2022 and held it in 10 quarters. The position peaked at $715K in Q1 2024. 641 funds tracked by Wall St. Rank hold ESGD as of Q2 2025.

JFG Wealth Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
JFG Wealth Management sold 8,077 iShares ESG Aware MSCI EAFE ETF shares in Q2 2025, an estimated $660K.
JFG Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and held it in 10 quarters.
JFG Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $715K in Q1 2024.
641 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2025.

Based on JFG Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.