Jim Simons’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Jim Simons’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	–	Sell	-2,900	Closed	-$276K	–	3362
2025 Q4	$276K	Buy	+2,900	New	+$273K	﹤0.01%	2791
2025 Q2	–	Sell	-3,200	Closed	-$261K	–	3635
2025 Q1	$261K	Buy	+3,200	New	+$258K	﹤0.01%	2977
2024 Q1	–	Sell	-8,700	Closed	-$657K	–	3796
2023 Q4	$657K	Buy	+8,700	New	+$616K	﹤0.01%	2646
2023 Q3	–	Sell	-3,500	Closed	-$255K	–	3775
2023 Q2	$255K	Buy	+3,500	New	+$255K	﹤0.01%	3194
2023 Q1	–	Sell	-8,700	Closed	-$572K	–	4076
2022 Q4	$572K	Buy	+8,700	New	+$546K	﹤0.01%	2882
2022 Q3	–	Sell	-34,500	Closed	-$2.17M	–	4108
2022 Q2	$2.17M	Buy	+34,500	New	+$2.35M	﹤0.01%	2128
2022 Q1	–	Sell	-10,200	Closed	-$810K	–	4160
2021 Q4	$810K	Sell	10,200 -12,000	-54%	-$955K	﹤0.01%	2801
2021 Q3	$1.74M	Sell	22,200 -4,000	-15%	-$321K	﹤0.01%	2197
2021 Q2	$2.07M	Sell	26,200 -10,124	-28%	-$806K	﹤0.01%	2235
2021 Q1	$2.76M	Buy	36,324 +23,424	+182%	+$1.76M	﹤0.01%	2016
2020 Q4	$942K	Sell	12,900 -1,200	-9%	-$82K	﹤0.01%	2526
2020 Q3	$895K	Buy	+14,100	New	+$900K	﹤0.01%	2575

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 $15B 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

Jim Simons's ESGD Position: Q1 2026 in Review

Jim Simons sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2026, closing a stake of 2,900 shares — an estimated $276K sold.

Jim Simons first reported a position in ESGD in Q3 2020 and held it in 12 quarters. The position peaked at $2.76M in Q1 2021. 749 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Jim Simons reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
Jim Simons sold 2,900 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $276K.
Jim Simons first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2020 and held it in 12 quarters.
Jim Simons's iShares ESG Aware MSCI EAFE ETF position peaked at $2.76M in Q1 2021.
749 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.