Martin Worley Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Martin Worley Group’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 Q2	$447K	Buy	+5,015	New	+$428K	0.22%	66

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Martin Worley Group's ESGD Position: Q2 2025 in Review

Martin Worley Group opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2025: 5,015 shares worth $447K. The stake represents 0.22% of the portfolio and ranks #66 among its holdings.

644 funds tracked by Wall St. Rank hold ESGD as of Q2 2025.

Martin Worley Group held 5,015 shares of iShares ESG Aware MSCI EAFE ETF worth $447K as of Q2 2025.
iShares ESG Aware MSCI EAFE ETF was a new Martin Worley Group position in Q2 2025.
iShares ESG Aware MSCI EAFE ETF made up 0.22% of Martin Worley Group's portfolio in Q2 2025, its #66 holding.
644 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.