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Kimelman & Baird’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Kimelman & Baird’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 		– Sell
-692
Closed -$61.7K – 319
2025
Q2 		$61.7K Hold
692
– – 0.01% 172
2025
Q1 		$56.5K Hold
692
– – ﹤0.01% 173
2024
Q4 		$52.7K Hold
692
– – ﹤0.01% 182
2024
Q3 		$58.2K Hold
692
– – ﹤0.01% 176
2024
Q2 		$54.5K Buy
+692
New +$55K ﹤0.01% 180

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

Kimelman & Baird's ESGD Position: Q3 2025 in Review

Kimelman & Baird sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2025, closing a stake of 692 shares — an estimated $61.7K sold.

Kimelman & Baird first reported a position in ESGD in Q2 2024 and held it in 5 quarters. The position peaked at $61.7K in Q2 2025. 642 funds tracked by Wall St. Rank hold ESGD as of Q3 2025.

  • Kimelman & Baird reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Kimelman & Baird sold 692 iShares ESG Aware MSCI EAFE ETF shares in Q3 2025, an estimated $61.7K.
  • Kimelman & Baird first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2024 and held it in 5 quarters.
  • Kimelman & Baird's iShares ESG Aware MSCI EAFE ETF position peaked at $61.7K in Q2 2025.
  • 642 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2025.

Based on Kimelman & Baird's 13F filing for Q3 2025, filed 25 Nov 2025.