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

Marcum 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
2025 Q1	$290K	Sell	3,546 -21	-0.6%	-$1.7K	0.03%	288
2024 Q4	$272K	Buy	3,567 +56	+2%	+$4.46K	0.02%	301
2024 Q3	$296K	Buy	3,511 +25	+0.7%	+$2.02K	0.03%	289
2024 Q2	$275K	Hold	3,486	–	–	0.03%	290
2024 Q1	$279K	Hold	3,486	–	–	0.03%	285
2023 Q4	$263K	Hold	3,486	–	–	0.03%	282
2023 Q3	$241K	Buy	3,486 +21	+0.6%	+$1.51K	0.03%	285
2023 Q2	$253K	Hold	3,465	–	–	0.03%	279
2023 Q1	$249K	Sell	3,465 -2	-0.1%	-$140	0.03%	286
2022 Q4	$228K	Buy	+3,467	New	+$218K	0.03%	285

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

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

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

Marcum Wealth's ESGD Position: Q1 2025 in Review

Marcum Wealth reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.59% in Q1 2025, selling an estimated $1.7K and leaving 3,546 shares worth $290K. The position accounts for 0.03% of the portfolio, ranked #288.

Marcum Wealth first reported a position in ESGD in Q4 2022 and has held it in 10 quarters since. The position peaked at $296K in Q3 2024. 607 funds tracked by Wall St. Rank hold ESGD as of Q1 2025.

Marcum Wealth held 3,546 shares of iShares ESG Aware MSCI EAFE ETF worth $290K as of Q1 2025.
Marcum Wealth sold 21 iShares ESG Aware MSCI EAFE ETF shares in Q1 2025, an estimated $1.7K.
iShares ESG Aware MSCI EAFE ETF made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #288 holding.
Marcum Wealth first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and has held it in 10 quarters since.
Marcum Wealth's iShares ESG Aware MSCI EAFE ETF position peaked at $296K in Q3 2024.
607 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.