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Jordan Park Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Jordan Park Group’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 		$900K Buy
9,413
+401
+4% +$39.7K 0.05% 54
2025
Q4 		$857K Sell
9,012
-297
-3% -$28K 0.05% 50
2025
Q3 		$866K Hold
9,309
– – 0.05% 49
2025
Q2 		$831K Sell
9,309
-1,274
-12% -$109K 0.05% 49
2025
Q1 		$865K Sell
10,583
-385
-4% -$31.1K 0.06% 44
2024
Q4 		$835K Buy
10,968
+44
+0.4% +$3.5K 0.06% 48
2024
Q3 		$919K Hold
10,924
– – 0.06% 47
2024
Q2 		$861K Buy
10,924
+3,630
+50% +$288K 0.07% 36
2024
Q1 		$583K Sell
7,294
-3,475
-32% -$266K 0.04% 44
2023
Q4 		$813K Buy
10,769
+69
+0.6% +$4.89K 0.06% 40
2023
Q3 		$740K Buy
10,700
+3
+0% +$216 0.05% 36
2023
Q2 		$780K Buy
10,697
+106
+1% +$7.73K 0.05% 36
2023
Q1 		$761K Sell
10,591
-378
-3% -$26.5K 0.05% 36
2022
Q4 		$721K Buy
10,969
+27
+0.2% +$1.7K 0.06% 35
2022
Q3 		$614K Buy
10,942
+4,778
+78% +$300K 0.05% 31
2022
Q2 		$387K Buy
+6,164
New +$421K 0.04% 38

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

Jordan Park Group's ESGD Position: Q1 2026 in Review

Jordan Park Group increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 4.4% in Q1 2026, buying an estimated $39.7K and bringing the position to 9,413 shares worth $900K. The position accounts for 0.05% of the portfolio, ranked #54.

Jordan Park Group first reported a position in ESGD in Q2 2022 and has held it in 16 quarters since. The position peaked at $919K in Q3 2024. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Jordan Park Group held 9,413 shares of iShares ESG Aware MSCI EAFE ETF worth $900K as of Q1 2026.
  • Jordan Park Group bought 401 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $39.7K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.05% of Jordan Park Group's portfolio in Q1 2026, its #54 holding.
  • Jordan Park Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2022 and has held it in 16 quarters since.
  • Jordan Park Group's iShares ESG Aware MSCI EAFE ETF position peaked at $919K in Q3 2024.
  • 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Jordan Park Group's 13F filing for Q1 2026, filed 11 May 2026.