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Legacy Wealth Management (Idaho)’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Legacy Wealth Management (Idaho)’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 		$157K Buy
1,642
+90
+6% +$8.9K 0.08% 135
2025
Q4 		$148K Buy
+1,552
New +$146K 0.07% 119

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

Legacy Wealth Management (Idaho)'s ESGD Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 5.8% in Q1 2026, buying an estimated $8.9K and bringing the position to 1,642 shares worth $157K. The position accounts for 0.08% of the portfolio, ranked #135.

Legacy Wealth Management (Idaho) first reported a position in ESGD in Q4 2025 and has held it in 2 quarters since. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 1,642 shares of iShares ESG Aware MSCI EAFE ETF worth $157K as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 90 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $8.9K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.08% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #135 holding.
  • Legacy Wealth Management (Idaho) first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2025 and has held it in 2 quarters since.
  • 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.