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Litman Gregory Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Litman Gregory 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
Q4 		$12M Sell
126,386
-2,312
-2% -$218K 0.88% 29
2025
Q3 		$12M Buy
128,698
+34,139
+36% +$3.09M 0.89% 30
2025
Q2 		$8.44M Sell
94,559
-2,781
-3% -$237K 0.66% 33
2025
Q1 		$7.95M Buy
97,340
+6,133
+7% +$495K 0.68% 35
2024
Q4 		$6.94M Buy
91,207
+402
+0.4% +$32K 0.6% 37
2024
Q3 		$7.64M Buy
90,805
+1,308
+1% +$106K 0.64% 38
2024
Q2 		$7.05M Buy
89,497
+1,781
+2% +$141K 0.63% 38
2024
Q1 		$7.01M Buy
87,716
+1,344
+2% +$103K 0.64% 37
2023
Q4 		$6.52M Buy
86,372
+3,389
+4% +$240K 0.62% 37
2023
Q3 		$5.74M Buy
82,983
+6,426
+8% +$463K 0.59% 37
2023
Q2 		$5.58M Buy
+76,557
New +$5.58M 0.7% 23
2023
Q1 		– Sell
-78,205
Closed -$5.14M – 52
2022
Q4 		$5.14M Sell
78,205
-4,270
-5% -$268K 0.72% 24
2022
Q3 		$4.63M Buy
82,475
+14,318
+21% +$898K 0.74% 22
2022
Q2 		$4.28M Buy
68,157
+12,447
+22% +$850K 0.63% 27
2022
Q1 		$4.11M Buy
55,710
+6,686
+14% +$504K 0.6% 27
2021
Q4 		$3.9M Buy
49,024
+2,192
+5% +$175K 0.66% 25
2021
Q3 		$3.67M Buy
46,832
+43,390
+1,261% +$3.48M 0.69% 22
2021
Q2 		$3.44M Sell
3,442
-40,042
-92% -$3.19M 0.64% 21
2021
Q1 		$3.3M Buy
43,484
+18,358
+73% +$1.38M 0.65% 19
2020
Q4 		$1.83M Sell
25,126
-390
-2% -$26.6K 0.34% 34
2020
Q3 		$1.62M Buy
25,516
+517
+2% +$33K 0.33% 32
2020
Q2 		$1.51M Buy
24,999
+1,868
+8% +$107K 0.33% 31
2020
Q1 		$1.23M Sell
23,131
-2,778
-11% -$175K 0.31% 32
2019
Q4 		$1.78M Sell
25,909
-468
-2% -$31.2K 0.4% 29
2019
Q3 		$1.69M Buy
26,377
+2,313
+10% +$146K 0.41% 29
2019
Q2 		$1.55M Sell
24,064
-1,302
-5% -$83.1K 0.41% 28
2019
Q1 		$1.6M Buy
25,366
+202
+0.8% +$12.4K 0.44% 28
2018
Q4 		$1.44M Buy
25,164
+2,802
+13% +$170K 0.44% 28
2018
Q3 		$1.48M Sell
22,362
-18,452
-45% -$1.21M 0.5% 27
2018
Q2 		$2.7M Buy
40,814
+20,640
+102% +$1.4M 1.06% 17
2018
Q1 		$1.36M Buy
20,174
+19,032
+1,667% +$1.31M 0.55% 20
2017
Q4 		$16.8M Sell
1,142
-14,126
-93% -$950K 5.06% 7
2017
Q3 		$1.01M Buy
15,268
+1,649
+12% +$106K 0.49% 17
2017
Q2 		$853K Buy
13,619
+4,609
+51% +$287K 0.49% 16
2017
Q1 		$541K Buy
9,010
+7,204
+399% +$420K 0.34% 19
2016
Q4 		$101K Buy
+1,806
New +$99.7K 0.07% 27

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Litman Gregory Wealth Management's ESGD Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.8% in Q4 2025, selling an estimated $218K and leaving 126,386 shares worth $12M. The position accounts for 0.88% of the portfolio, ranked #29.

Litman Gregory Wealth Management first reported a position in ESGD in Q4 2016 and has held it in 36 quarters since. The position peaked at $16.8M in Q4 2017. 722 funds tracked by Wall St. Rank hold ESGD as of Q4 2025.

  • Litman Gregory Wealth Management held 126,386 shares of iShares ESG Aware MSCI EAFE ETF worth $12M as of Q4 2025.
  • Litman Gregory Wealth Management sold 2,312 iShares ESG Aware MSCI EAFE ETF shares in Q4 2025, an estimated $218K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.88% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #29 holding.
  • Litman Gregory Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2016 and has held it in 36 quarters since.
  • Litman Gregory Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $16.8M in Q4 2017.
  • 722 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.