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LifePlan Investment Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

LifePlan Investment Advisors’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 		$217K Sell
2,267
-292
-11% -$28.9K 0.09% 117
2025
Q4 		$243K Buy
2,559
+216
+9% +$20.4K 0.1% 105
2025
Q3 		$218K Buy
+2,343
New +$212K 0.09% 107

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

LifePlan Investment Advisors's ESGD Position: Q1 2026 in Review

LifePlan Investment Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 11% in Q1 2026, selling an estimated $28.9K and leaving 2,267 shares worth $217K. The position accounts for 0.09% of the portfolio, ranked #117.

LifePlan Investment Advisors first reported a position in ESGD in Q3 2025 and has held it in 3 quarters since. The position peaked at $243K in Q4 2025. 746 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • LifePlan Investment Advisors held 2,267 shares of iShares ESG Aware MSCI EAFE ETF worth $217K as of Q1 2026.
  • LifePlan Investment Advisors sold 292 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $28.9K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.09% of LifePlan Investment Advisors's portfolio in Q1 2026, its #117 holding.
  • LifePlan Investment Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2025 and has held it in 3 quarters since.
  • LifePlan Investment Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $243K in Q4 2025.
  • 746 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.