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Longview Asset Management (New Mexico)’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Longview Asset Management (New Mexico)’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 		– Sell
-2,542
Closed -$236K – 54
2025
Q3 		$236K Sell
2,542
-2,212
-47% -$200K 0.16% 41
2025
Q2 		$424K Sell
4,754
-351
-7% -$29.9K 0.32% 33
2025
Q1 		$417K Sell
5,105
-193
-4% -$15.6K 0.36% 37
2024
Q4 		$403K Buy
+5,298
New +$422K 0.35% 38

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

Longview Asset Management (New Mexico)'s ESGD Position: Q4 2025 in Review

Longview Asset Management (New Mexico) sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q4 2025, closing a stake of 2,542 shares — an estimated $236K sold.

Longview Asset Management (New Mexico) first reported a position in ESGD in Q4 2024 and held it in 4 quarters. The position peaked at $424K in Q2 2025. 721 funds tracked by Wall St. Rank hold ESGD as of Q4 2025.

  • Longview Asset Management (New Mexico) reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
  • Longview Asset Management (New Mexico) sold 2,542 iShares ESG Aware MSCI EAFE ETF shares in Q4 2025, an estimated $236K.
  • Longview Asset Management (New Mexico) first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2024 and held it in 4 quarters.
  • Longview Asset Management (New Mexico)'s iShares ESG Aware MSCI EAFE ETF position peaked at $424K in Q2 2025.
  • 721 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2025.

Based on Longview Asset Management (New Mexico)'s 13F filing for Q4 2025, filed 9 Feb 2026.