MF
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Montis Financial’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Montis Financial’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 		$3.08M Buy
32,253
+824
+3% +$81.5K 0.64% 30
2025
Q4 		$2.99M Hold
31,429
– – 0.59% 31
2025
Q3 		$2.92M Buy
31,429
+4,817
+18% +$436K 0.67% 28
2025
Q2 		$2.37M Buy
26,612
+3,339
+14% +$285K 0.66% 27
2025
Q1 		$1.9M Buy
23,273
+8,461
+57% +$683K 0.56% 31
2024
Q4 		$1.13M Buy
14,812
+4,884
+49% +$389K 0.35% 51
2024
Q3 		$836K Buy
9,928
+2,100
+27% +$170K 0.3% 42
2024
Q2 		$617K Buy
+7,828
New +$622K 0.28% 39

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

Montis Financial's ESGD Position: Q1 2026 in Review

Montis Financial increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2.6% in Q1 2026, buying an estimated $81.5K and bringing the position to 32,253 shares worth $3.08M. The position accounts for 0.64% of the portfolio, ranked #30.

Montis Financial first reported a position in ESGD in Q2 2024 and has held it in 8 quarters since. 746 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Montis Financial held 32,253 shares of iShares ESG Aware MSCI EAFE ETF worth $3.08M as of Q1 2026.
  • Montis Financial bought 824 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $81.5K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.64% of Montis Financial's portfolio in Q1 2026, its #30 holding.
  • Montis Financial first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2024 and has held it in 8 quarters since.
  • 746 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.