MWM
ESGD icon

Modern Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Modern Wealth Management’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 		$4.55M Sell
46,741
-9,685
-17% -$958K 0.08% 208
2025
Q4 		$5.37M Sell
56,426
-249
-0.4% -$23.5K 0.1% 183
2025
Q3 		$5.27M Sell
56,675
-569
-1% -$51.5K 0.1% 180
2025
Q2 		$5.11M Buy
57,244
+51,015
+819% +$4.35M 0.13% 164
2025
Q1 		$509K Buy
+6,229
New +$503K 0.02% 418

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Modern Wealth Management's ESGD Position: Q1 2026 in Review

Modern Wealth Management reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 17% in Q1 2026, selling an estimated $958K and leaving 46,741 shares worth $4.55M. The position accounts for 0.08% of the portfolio, ranked #208.

Modern Wealth Management first reported a position in ESGD in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.37M in Q4 2025. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Modern Wealth Management held 46,741 shares of iShares ESG Aware MSCI EAFE ETF worth $4.55M as of Q1 2026.
  • Modern Wealth Management sold 9,685 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $958K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.08% of Modern Wealth Management's portfolio in Q1 2026, its #208 holding.
  • Modern Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2025 and has held it in 5 quarters since.
  • Modern Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $5.37M in Q4 2025.
  • 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.