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Moneta Group Investment Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Moneta Group Investment 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
2026
Q1 		$6.8M Buy
71,144
+5,093
+8% +$504K 0.05% 139
2025
Q4 		$6.28M Buy
66,051
+678
+1% +$63.9K 0.05% 142
2025
Q3 		$6.08M Sell
65,373
-1,002
-2% -$90.7K 0.05% 143
2025
Q2 		$5.92M Buy
66,375
+1,366
+2% +$116K 0.07% 128
2025
Q1 		$5.31M Buy
65,009
+7,913
+14% +$639K 0.07% 127
2024
Q4 		$4.35M Buy
57,096
+5,676
+11% +$452K 0.06% 140
2024
Q3 		$4.33M Sell
51,420
-5,067
-9% -$409K 0.06% 135
2024
Q2 		$4.45M Buy
56,487
+7,364
+15% +$585K 0.07% 134
2024
Q1 		$3.93M Buy
49,123
+13,296
+37% +$1.02M 0.06% 137
2023
Q4 		$2.71M Buy
35,827
+8,451
+31% +$598K 0.05% 149
2023
Q3 		$1.89M Buy
27,376
+12,693
+86% +$914K 0.04% 166
2023
Q2 		$1.07M Buy
14,683
+2,966
+25% +$216K 0.02% 220
2023
Q1 		$842K Buy
11,717
+899
+8% +$63.1K 0.02% 232
2022
Q4 		$776K Sell
10,818
-2,811
-21% -$177K 0.02% 232
2022
Q3 		$765K Buy
13,629
+5,949
+77% +$373K 0.03% 213
2022
Q2 		$482K Buy
+7,680
New +$524K 0.02% 306
2021
Q4 		– Sell
-3,139
Closed -$246K – 483
2021
Q3 		$246K Buy
3,139
+14
+0.4% +$1.12K 0.01% 395
2021
Q2 		$247K Buy
3,125
+2
+0.1% +$159 0.01% 399
2021
Q1 		$237K Buy
3,123
+1
+0% +$75 0.01% 375
2020
Q4 		$228K Buy
+3,122
New +$213K 0.02% 288

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

Moneta Group Investment Advisors's ESGD Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 7.7% in Q1 2026, buying an estimated $504K and bringing the position to 71,144 shares worth $6.8M. The position accounts for 0.05% of the portfolio, ranked #139.

Moneta Group Investment Advisors first reported a position in ESGD in Q4 2020 and has held it in 20 quarters since. 746 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Moneta Group Investment Advisors held 71,144 shares of iShares ESG Aware MSCI EAFE ETF worth $6.8M as of Q1 2026.
  • Moneta Group Investment Advisors bought 5,093 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $504K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.05% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #139 holding.
  • Moneta Group Investment Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and has held it in 20 quarters since.
  • 746 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.