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Mayflower Financial Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Mayflower Financial 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
Q1 		– Sell
-3,326
Closed -$253K – 390
2024
Q4 		$253K Sell
3,326
-644
-16% -$51.2K 0.04% 327
2024
Q3 		$334K Sell
3,970
-12,979
-77% -$1.05M 0.05% 276
2024
Q2 		$373K Sell
16,949
-571
-3% -$45.3K 0.06% 253
2024
Q1 		$424K Buy
17,520
+1,434
+9% +$110K 0.07% 234
2023
Q4 		$293K Buy
16,086
+616
+4% +$43.6K 0.04% 266
2023
Q3 		$227K Sell
15,470
-55
-0.4% -$3.96K 0.03% 296
2023
Q2 		$243K Sell
15,525
-1,611
-9% -$118K 0.03% 307
2023
Q1 		$355K Buy
17,136
+1,837
+12% +$129K 0.05% 246
2022
Q4 		$205K Hold
15,299
– – 0.03% 323
2022
Q3 		$177K Buy
15,299
+2,078
+16% +$130K 0.03% 311
2022
Q2 		$66K Sell
13,221
-20
-0.2% -$1.36K 0.01% 314
2022
Q1 		$77K Buy
13,241
+451
+4% +$34K 0.01% 344
2021
Q4 		$46K Buy
+12,790
New +$1.02M 0.01% 337

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mayflower Financial Advisors's ESGD Position: Q1 2025 in Review

Mayflower Financial Advisors sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2025, closing a stake of 3,326 shares — an estimated $253K sold.

Mayflower Financial Advisors first reported a position in ESGD in Q4 2021 and held it in 13 quarters. The position peaked at $424K in Q1 2024. 606 funds tracked by Wall St. Rank hold ESGD as of Q1 2025.

  • Mayflower Financial Advisors reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • Mayflower Financial Advisors sold 3,326 iShares ESG Aware MSCI EAFE ETF shares in Q1 2025, an estimated $253K.
  • Mayflower Financial Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and held it in 13 quarters.
  • Mayflower Financial Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $424K in Q1 2024.
  • 606 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2025.

Based on Mayflower Financial Advisors's 13F filing for Q1 2025, filed 2 May 2025.