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Laurel Wealth Planning’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Laurel Wealth Planning’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 		$8.85M Buy
92,595
+889
+1% +$88K 4.67% 5
2025
Q4 		$8.72M Sell
91,706
-284
-0.3% -$26.8K 4.83% 6
2025
Q3 		$8.55M Buy
91,990
+291
+0.3% +$26.3K 4.52% 7
2025
Q2 		$8.18M Sell
91,699
-3,883
-4% -$331K 4.65% 7
2025
Q1 		$7.81M Buy
95,582
+118
+0.1% +$9.52K 5.19% 5
2024
Q4 		$7.27M Buy
95,464
+4,251
+5% +$338K 4.69% 6
2024
Q3 		$7.68M Sell
91,213
-9,009
-9% -$728K 5.01% 6
2024
Q2 		$7.89M Sell
100,222
-10,808
-10% -$858K 5.49% 6
2024
Q1 		$8.87M Sell
111,030
-9,818
-8% -$752K 5.89% 5
2023
Q4 		$9.13M Sell
120,848
-2,282
-2% -$162K 6.46% 4
2023
Q3 		$8.51M Buy
123,130
+1,960
+2% +$141K 6.62% 2
2023
Q2 		$8.84M Sell
121,170
-11,100
-8% -$810K 6.31% 3
2023
Q1 		$9.5M Buy
132,270
+11,806
+10% +$829K 6.29% 2
2022
Q4 		$7.92M Buy
120,464
+12,802
+12% +$804K 5.11% 4
2022
Q3 		$6.04M Buy
107,662
+4,335
+4% +$272K 4.45% 5
2022
Q2 		$6.49M Buy
103,327
+4,374
+4% +$299K 4.56% 4
2022
Q1 		$7.3M Buy
98,953
+43,477
+78% +$3.27M 4.92% 3
2021
Q4 		$4.41M Sell
55,476
-6,666
-11% -$531K 3.34% 8
2021
Q3 		$4.87M Buy
62,142
+9,302
+18% +$747K 3.93% 6
2021
Q2 		$4.18M Buy
52,840
+6,178
+13% +$492K 3.64% 10
2021
Q1 		$3.54M Sell
46,662
-3,712
-7% -$280K 3.24% 13
2020
Q4 		$3.68M Buy
+50,374
New +$3.44M 3.59% 11

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

Laurel Wealth Planning's ESGD Position: Q1 2026 in Review

Laurel Wealth Planning increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.97% in Q1 2026, buying an estimated $88K and bringing the position to 92,595 shares worth $8.85M. The position accounts for 4.67% of the portfolio, ranked #5.

Laurel Wealth Planning first reported a position in ESGD in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.5M in Q1 2023. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Laurel Wealth Planning held 92,595 shares of iShares ESG Aware MSCI EAFE ETF worth $8.85M as of Q1 2026.
  • Laurel Wealth Planning bought 889 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $88K.
  • iShares ESG Aware MSCI EAFE ETF made up 4.67% of Laurel Wealth Planning's portfolio in Q1 2026, its #5 holding.
  • Laurel Wealth Planning first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and has held it in 22 quarters since.
  • Laurel Wealth Planning's iShares ESG Aware MSCI EAFE ETF position peaked at $9.5M in Q1 2023.
  • 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Laurel Wealth Planning's 13F filing for Q1 2026, filed 23 Apr 2026.