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Kathleen S. Wright Associates’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Kathleen S. Wright Associates’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
Q3 		$30.4K Hold
327
– – 0.01% 172
2025
Q2 		$29.2K Buy
+327
New +$27.9K 0.01% 177

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kathleen S. Wright Associates's ESGD Position: Q3 2025 in Review

Kathleen S. Wright Associates held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q3 2025 at 327 shares worth $30.4K. The position accounts for 0.01% of the portfolio, ranked #172.

Kathleen S. Wright Associates first reported a position in ESGD in Q2 2025 and has held it in 2 quarters since. 642 funds tracked by Wall St. Rank hold ESGD as of Q3 2025.

  • Kathleen S. Wright Associates held 327 shares of iShares ESG Aware MSCI EAFE ETF worth $30.4K as of Q3 2025.
  • Kathleen S. Wright Associates left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q3 2025.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #172 holding.
  • Kathleen S. Wright Associates first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2025 and has held it in 2 quarters since.
  • 642 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.