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

McClarren 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
Q2 		– Sell
-245
Closed -$140K – 148
2025
Q1 		$140K Sell
245
-1,478
-86% -$119K 0.09% 83
2024
Q4 		$131K Buy
1,723
+472
+38% +$37.6K 0.37% 45
2024
Q3 		$667 Buy
1,251
+1,015
+430% +$82K 0.08% 48
2024
Q2 		$133K Sell
236
-1,335
-85% -$106K 0.09% 91
2024
Q1 		$126K Buy
1,571
+733
+87% +$56.2K 0.09% 95
2023
Q4 		$63K Buy
838
+10
+1% +$708 0.05% 135
2023
Q3 		$56K Buy
828
+311
+60% +$22.4K 0.05% 132
2023
Q2 		$37K Hold
517
– – 0.03% 172
2023
Q1 		$37K Hold
517
– – 0.03% 164
2022
Q4 		$33K Hold
517
– – 0.03% 175
2022
Q3 		$29K Buy
+517
New +$32.4K 0.03% 172
2022
Q2 		– Sell
-686
Closed -$50K – 96
2022
Q1 		$50K Hold
686
– – 0.04% 125
2021
Q4 		$55K Buy
686
+3
+0.4% +$239 0.04% 129
2021
Q3 		$53K Hold
683
– – 0.04% 112
2021
Q2 		$53K Buy
683
+518
+314% +$41.2K 0.04% 111
2021
Q1 		$12K Buy
165
+1
+0.6% +$75 0.01% 192
2020
Q4 		$12K Buy
+164
New +$11.2K 0.01% 161

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

McClarren Financial Advisors's ESGD Position: Q2 2025 in Review

McClarren Financial Advisors sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2025, closing a stake of 245 shares — an estimated $140K sold.

McClarren Financial Advisors first reported a position in ESGD in Q4 2020 and held it in 17 quarters. The position peaked at $140K in Q1 2025. 641 funds tracked by Wall St. Rank hold ESGD as of Q2 2025.

  • McClarren Financial Advisors reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 245 iShares ESG Aware MSCI EAFE ETF shares in Q2 2025, an estimated $140K.
  • McClarren Financial Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and held it in 17 quarters.
  • McClarren Financial Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $140K in Q1 2025.
  • 641 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.