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ESGD icon

Money Design’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Money Design’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 		$19.7M Sell
220,715
-17,669
-7% -$1.51M 0.92% 23
2025
Q1 		$19.5M Sell
238,384
-8,885
-4% -$717K 0.97% 22
2024
Q4 		$18.8M Buy
247,269
+3,331
+1% +$265K 0.97% 26
2024
Q3 		$20.5M Buy
243,938
+5,643
+2% +$456K 1.02% 24
2024
Q2 		$18.8M Buy
238,295
+1,930
+0.8% +$153K 1.01% 25
2024
Q1 		$18.9M Sell
236,365
-1,833
-0.8% -$140K 1.03% 26
2023
Q4 		$18M Sell
238,198
-19,392
-8% -$1.37M 1.02% 28
2023
Q3 		$17.8M Buy
257,590
+6,178
+2% +$445K 1.08% 27
2023
Q2 		$18.3M Sell
251,412
-22,056
-8% -$1.61M 1.09% 28
2023
Q1 		$19.6M Buy
273,468
+14,065
+5% +$987K 1.16% 26
2022
Q4 		$17.1M Sell
259,403
-1,191
-0.5% -$74.8K 1.07% 30
2022
Q3 		$14.6M Buy
260,594
+26,859
+11% +$1.68M 1.04% 33
2022
Q2 		$14.7M Buy
233,735
+21,713
+10% +$1.48M 1.1% 30
2022
Q1 		$15.6M Buy
212,022
+178,411
+531% +$13.4M 1.06% 31
2021
Q4 		$2.67M Buy
+33,611
New +$2.68M 0.18% 68

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

Money Design's ESGD Position: Q2 2025 in Review

Money Design reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 7.4% in Q2 2025, selling an estimated $1.51M and leaving 220,715 shares worth $19.7M. The position accounts for 0.92% of the portfolio, ranked #23.

Money Design first reported a position in ESGD in Q4 2021 and has held it in 15 quarters since. The position peaked at $20.5M in Q3 2024. 642 funds tracked by Wall St. Rank hold ESGD as of Q2 2025.

  • Money Design held 220,715 shares of iShares ESG Aware MSCI EAFE ETF worth $19.7M as of Q2 2025.
  • Money Design sold 17,669 iShares ESG Aware MSCI EAFE ETF shares in Q2 2025, an estimated $1.51M.
  • iShares ESG Aware MSCI EAFE ETF made up 0.92% of Money Design's portfolio in Q2 2025, its #23 holding.
  • Money Design first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and has held it in 15 quarters since.
  • Money Design's iShares ESG Aware MSCI EAFE ETF position peaked at $20.5M in Q3 2024.
  • 642 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.