MADFP
ESGD icon

Michael A Dubis Financial Planning’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Michael A Dubis Financial Planning’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 		$341K Hold
4,170
– – 0.33% 34
2024
Q4 		$318K Buy
+4,170
New +$332K 0.31% 37

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Michael A Dubis Financial Planning's ESGD Position: Q1 2025 in Review

Michael A Dubis Financial Planning held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q1 2025 at 4,170 shares worth $341K. The position accounts for 0.33% of the portfolio, ranked #34.

Michael A Dubis Financial Planning first reported a position in ESGD in Q4 2024 and has held it in 2 quarters since. 609 funds tracked by Wall St. Rank hold ESGD as of Q1 2025.

  • Michael A Dubis Financial Planning held 4,170 shares of iShares ESG Aware MSCI EAFE ETF worth $341K as of Q1 2025.
  • Michael A Dubis Financial Planning left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q1 2025.
  • iShares ESG Aware MSCI EAFE ETF made up 0.33% of Michael A Dubis Financial Planning's portfolio in Q1 2025, its #34 holding.
  • Michael A Dubis Financial Planning first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2024 and has held it in 2 quarters since.
  • 609 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2025.

Based on Michael A Dubis Financial Planning's 13F filing for Q1 2025, filed 15 Apr 2025.