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Long Run Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Long Run Wealth 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
2025
Q4 		$2.14M Buy
22,456
+465
+2% +$43.8K 0.4% 44
2025
Q3 		$2.04M Sell
21,991
-521
-2% -$47.1K 0.4% 44
2025
Q2 		$2.01M Sell
22,512
-422
-2% -$36K 0.42% 44
2025
Q1 		$1.87M Sell
22,934
-4,199
-15% -$339K 0.42% 45
2024
Q4 		$2.07M Buy
27,133
+1,742
+7% +$139K 0.5% 45
2024
Q3 		$2.14M Buy
25,391
+817
+3% +$66K 0.5% 45
2024
Q2 		$1.94M Sell
24,574
-3,306
-12% -$263K 0.49% 44
2024
Q1 		$2.23M Sell
27,880
-475
-2% -$36.4K 0.59% 41
2023
Q4 		$2.14M Sell
28,355
-832
-3% -$58.9K 0.62% 41
2023
Q3 		$2.02M Sell
29,187
-1,719
-6% -$124K 0.65% 41
2023
Q2 		$2.25M Sell
30,906
-780
-2% -$56.9K 0.72% 42
2023
Q1 		$2.28M Sell
31,686
-132
-0.4% -$9.26K 0.77% 37
2022
Q4 		$2.09M Buy
31,818
+2,098
+7% +$132K 0.75% 35
2022
Q3 		$1.67M Buy
29,720
+2,338
+9% +$147K 0.66% 41
2022
Q2 		$1.72M Buy
27,382
+2,827
+12% +$193K 0.67% 39
2022
Q1 		$1.81M Buy
24,555
+997
+4% +$75.1K 0.63% 40
2021
Q4 		$1.87M Buy
+23,558
New +$1.88M 0.65% 39

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
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Long Run Wealth Advisors's ESGD Position: Q4 2025 in Review

Long Run Wealth Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2.1% in Q4 2025, buying an estimated $43.8K and bringing the position to 22,456 shares worth $2.14M. The position accounts for 0.4% of the portfolio, ranked #44.

Long Run Wealth Advisors first reported a position in ESGD in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.28M in Q1 2023. 719 funds tracked by Wall St. Rank hold ESGD as of Q4 2025.

  • Long Run Wealth Advisors held 22,456 shares of iShares ESG Aware MSCI EAFE ETF worth $2.14M as of Q4 2025.
  • Long Run Wealth Advisors bought 465 iShares ESG Aware MSCI EAFE ETF shares in Q4 2025, an estimated $43.8K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.4% of Long Run Wealth Advisors's portfolio in Q4 2025, its #44 holding.
  • Long Run Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and has held it in 17 quarters since.
  • Long Run Wealth Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $2.28M in Q1 2023.
  • 719 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.