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Johnson Financial Group LLC (Colorado)’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Johnson Financial Group LLC (Colorado)’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 		$1.64M Hold
17,190
– – 0.11% 41
2025
Q4 		$1.63M Buy
17,190
+810
+5% +$76.4K 0.1% 42
2025
Q3 		$1.52M Hold
16,380
– – 0.14% 26
2025
Q2 		$1.46M Hold
16,380
– – 0.14% 27
2025
Q1 		$1.34M Hold
16,380
– – 0.14% 29
2024
Q4 		$1.25M Buy
16,380
+648
+4% +$51.6K 0.15% 24
2024
Q3 		$1.32M Hold
15,732
– – 0.16% 18
2024
Q2 		$1.24M Sell
15,732
-1,627
-9% -$129K 0.16% 16
2024
Q1 		$1.39M Sell
17,359
-3,250
-16% -$249K 0.18% 20
2023
Q4 		$1.56M Hold
20,609
– – 0.2% 24
2023
Q3 		$1.42M Sell
20,609
-391
-2% -$28.2K 0.2% 16
2023
Q2 		$1.53M Sell
21,000
-728
-3% -$53.1K 0.21% 16
2023
Q1 		$1.56M Hold
21,728
– – 0.23% 16
2022
Q4 		$1.43M Buy
21,728
+15,327
+239% +$963K 0.24% 16
2022
Q3 		$359K Hold
6,401
– – 0.05% 37
2022
Q2 		$401K Sell
6,401
-1,125
-15% -$76.8K 0.08% 33
2022
Q1 		$555K Hold
7,526
– – 0.09% 29
2021
Q4 		$598K Hold
7,526
– – 0.1% 27
2021
Q3 		$589K Sell
7,526
-1,061
-12% -$85.2K 0.11% 29
2021
Q2 		$679K Sell
8,587
-2,265
-21% -$180K 0.13% 28
2021
Q1 		$824K Hold
10,852
– – 0.19% 18
2020
Q4 		$793K Sell
10,852
-636
-6% -$43.4K 0.22% 13
2020
Q3 		$729K Sell
11,488
-422
-4% -$26.9K 0.29% 10
2020
Q2 		$722K Sell
11,910
-1,143
-9% -$65.6K 0.26% 10
2020
Q1 		$694K Buy
13,053
+1,104
+9% +$69.5K 0.53% 11
2019
Q4 		$821K Hold
11,949
– – 0.55% 12
2019
Q3 		$766K Buy
11,949
+444
+4% +$28.1K 0.53% 10
2019
Q2 		$740K Hold
11,505
– – 0.47% 11
2019
Q1 		$727K Hold
11,505
– – 0.56% 9
2018
Q4 		$660K Buy
+11,505
New +$699K 0.36% 23

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

Johnson Financial Group LLC (Colorado)'s ESGD Position: Q1 2026 in Review

Johnson Financial Group LLC (Colorado) held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q1 2026 at 17,190 shares worth $1.64M. The position accounts for 0.11% of the portfolio, ranked #41.

Johnson Financial Group LLC (Colorado) first reported a position in ESGD in Q4 2018 and has held it in 30 quarters since. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Johnson Financial Group LLC (Colorado) held 17,190 shares of iShares ESG Aware MSCI EAFE ETF worth $1.64M as of Q1 2026.
  • Johnson Financial Group LLC (Colorado) left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 0.11% of Johnson Financial Group LLC (Colorado)'s portfolio in Q1 2026, its #41 holding.
  • Johnson Financial Group LLC (Colorado) first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2018 and has held it in 30 quarters since.
  • 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q1 2026, filed 14 May 2026.