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Laird Norton Wetherby Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Laird Norton Wetherby Wealth Management’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 		$2.52M Buy
27,135
+15
+0.1% +$1.36K 0.1% 191
2025
Q2 		$2.42M Buy
+27,120
New +$2.31M 0.11% 192
2024
Q4 		$2.06M Sell
27,120
-12,017
-31% -$956K 0.1% 198
2024
Q3 		$3.29M Buy
39,137
+14
+0% +$1.13K 0.15% 123
2024
Q2 		$3.08M Buy
39,123
+12
+0% +$953 0.15% 131
2024
Q1 		$3.13M Hold
39,111
– – 0.15% 126
2023
Q4 		$2.95M Sell
39,111
-31,874
-45% -$2.26M 0.15% 124
2023
Q3 		$4.91M Sell
70,985
-5,857
-8% -$422K 0.28% 64
2023
Q2 		$5.6M Buy
76,842
+20,044
+35% +$1.46M 0.3% 56
2023
Q1 		$4.08M Sell
56,798
-5,411
-9% -$380K 0.24% 76
2022
Q4 		$4.09M Buy
62,209
+44,266
+247% +$2.78M 0.26% 72
2022
Q3 		$1.01M Sell
17,943
-33,949
-65% -$2.13M 0.07% 288
2022
Q2 		$3.26M Buy
51,892
+11,585
+29% +$791K 0.22% 82
2022
Q1 		$2.97M Buy
40,307
+17,949
+80% +$1.35M 0.17% 107
2021
Q4 		$1.78M Buy
22,358
+7,017
+46% +$559K 0.1% 184
2021
Q3 		$1.2M Buy
15,341
+16
+0.1% +$1.28K 0.07% 255
2021
Q2 		$1.21M Buy
+15,325
New +$1.22M 0.07% 255

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

Laird Norton Wetherby Wealth Management's ESGD Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.06% in Q3 2025, buying an estimated $1.36K and bringing the position to 27,135 shares worth $2.52M. The position accounts for 0.1% of the portfolio, ranked #191.

Laird Norton Wetherby Wealth Management first reported a position in ESGD in Q2 2021 and has held it in 17 quarters since. The position peaked at $5.6M in Q2 2023. 642 funds tracked by Wall St. Rank hold ESGD as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 27,135 shares of iShares ESG Aware MSCI EAFE ETF worth $2.52M as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 15 iShares ESG Aware MSCI EAFE ETF shares in Q3 2025, an estimated $1.36K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.1% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #191 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2021 and has held it in 17 quarters since.
  • Laird Norton Wetherby Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $5.6M in Q2 2023.
  • 642 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.