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

Lowe 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 Q3	$39K	Buy	419 +69	+20%	+$6.24K	0.01%	160
2025 Q2	$31.2K	Hold	350	–	–	0.01%	170
2025 Q1	$28.6K	Hold	350	–	–	0.01%	169
2024 Q4	$26.6K	Hold	350	–	–	0.01%	164
2024 Q3	$29.5K	Hold	350	–	–	0.01%	154
2024 Q2	$27.6K	Hold	350	–	–	0.01%	154
2024 Q1	$28K	Sell	350 -50	-13%	-$3.83K	0.01%	143
2023 Q4	$30.2K	Hold	400	–	–	0.02%	140
2023 Q3	$27.7K	Sell	400 -300	-43%	-$21.6K	0.01%	133
2023 Q2	$51.1K	Sell	700 -123	-15%	-$8.97K	0.03%	113
2023 Q1	$59.1K	Sell	823 -177	-18%	-$12.4K	0.03%	92
2022 Q4	$65.7K	Hold	1,000	–	–	0.04%	89
2022 Q3	$56K	Sell	1,000 -200	-17%	-$12.5K	0.03%	87
2022 Q2	$75K	Hold	1,200	–	–	0.04%	72
2022 Q1	$88K	Hold	1,200	–	–	0.04%	74
2021 Q4	$95K	Hold	1,200	–	–	0.04%	73
2021 Q3	$94K	Hold	1,200	–	–	0.04%	68
2021 Q2	$95K	Hold	1,200	–	–	0.05%	66
2021 Q1	$91K	Hold	1,200	–	–	0.05%	64
2020 Q4	$88K	Buy	+1,200	New	+$82K	0.04%	55

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lowe Wealth Advisors's ESGD Position: Q3 2025 in Review

Lowe Wealth Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 20% in Q3 2025, buying an estimated $6.24K and bringing the position to 419 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #160.

Lowe Wealth Advisors first reported a position in ESGD in Q4 2020 and has held it in 20 quarters since. The position peaked at $95K in Q4 2021. 642 funds tracked by Wall St. Rank hold ESGD as of Q3 2025.

Lowe Wealth Advisors held 419 shares of iShares ESG Aware MSCI EAFE ETF worth $39K as of Q3 2025.
Lowe Wealth Advisors bought 69 iShares ESG Aware MSCI EAFE ETF shares in Q3 2025, an estimated $6.24K.
iShares ESG Aware MSCI EAFE ETF made up 0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #160 holding.
Lowe Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and has held it in 20 quarters since.
Lowe Wealth Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $95K in Q4 2021.
642 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.