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

Maia Wealth’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 		– Sell
-2,089
Closed -$215K – 354
2025
Q4 		$215K Sell
2,089
-529
-20% -$49.9K 0.04% 321
2025
Q3 		$248K Buy
+2,618
New +$237K 0.04% 307

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

Maia Wealth's ESGD Position: Q1 2026 in Review

Maia Wealth sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2026, closing a stake of 2,089 shares — an estimated $215K sold.

Maia Wealth first reported a position in ESGD in Q3 2025 and held it in 2 quarters. The position peaked at $248K in Q3 2025. 746 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Maia Wealth reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
  • Maia Wealth sold 2,089 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $215K.
  • Maia Wealth first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2025 and held it in 2 quarters.
  • Maia Wealth's iShares ESG Aware MSCI EAFE ETF position peaked at $248K in Q3 2025.
  • 746 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.