Midwest Trust’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Midwest Trust’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
2026 Q1	$3.38M	Buy	35,345 +1,885	+6%	+$187K	0.04%	236
2025 Q4	$3.18M	Sell	33,460 -48	-0.1%	-$4.53K	0.04%	245
2025 Q3	$3.12M	Buy	33,508 +284	+0.9%	+$25.7K	0.04%	247
2025 Q2	$2.96M	Buy	+33,224	New	+$2.83M	0.04%	247

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Midwest Trust's ESGD Position: Q1 2026 in Review

Midwest Trust increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 5.6% in Q1 2026, buying an estimated $187K and bringing the position to 35,345 shares worth $3.38M. The position accounts for 0.04% of the portfolio, ranked #236.

Midwest Trust first reported a position in ESGD in Q2 2025 and has held it in 4 quarters since. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Midwest Trust held 35,345 shares of iShares ESG Aware MSCI EAFE ETF worth $3.38M as of Q1 2026.
Midwest Trust bought 1,885 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $187K.
iShares ESG Aware MSCI EAFE ETF made up 0.04% of Midwest Trust's portfolio in Q1 2026, its #236 holding.
Midwest Trust first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2025 and has held it in 4 quarters since.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.