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Morling Financial Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Morling Financial 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 		$464K Sell
4,848
-25
-0.5% -$2.47K 0.14% 46
2025
Q4 		$463K Buy
4,873
+211
+5% +$19.9K 0.15% 47
2025
Q3 		$434K Sell
4,662
-2
-0% -$181 0.14% 49
2025
Q2 		$416K Sell
4,664
-207
-4% -$17.6K 0.14% 51
2025
Q1 		$398K Buy
4,871
+486
+11% +$39.2K 0.14% 52
2024
Q4 		$334K Buy
4,385
+315
+8% +$25.1K 0.12% 57
2024
Q3 		$343K Buy
4,070
+58
+1% +$4.69K 0.13% 51
2024
Q2 		$316K Buy
4,012
+66
+2% +$5.24K 0.14% 45
2024
Q1 		$315K Buy
3,946
+106
+3% +$8.12K 0.18% 50
2023
Q4 		$290K Sell
3,840
-32
-0.8% -$2.27K 0.23% 44
2023
Q3 		$268K Buy
3,872
+367
+10% +$26.4K 0.27% 43
2023
Q2 		$256K Buy
3,505
+581
+20% +$42.4K 0.25% 45
2023
Q1 		$210K Sell
2,924
-59
-2% -$4.14K 0.23% 52
2022
Q4 		$196K Sell
2,983
-186
-6% -$11.7K 0.25% 51
2022
Q3 		$178K Buy
3,169
+241
+8% +$15.1K 0.24% 46
2022
Q2 		$184K Sell
2,928
-1,603
-35% -$109K 0.24% 50
2022
Q1 		$334K Buy
4,531
+867
+24% +$65.3K 0.42% 37
2021
Q4 		$291K Buy
+3,664
New +$292K 0.28% 35

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

Morling Financial Advisors's ESGD Position: Q1 2026 in Review

Morling Financial Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.51% in Q1 2026, selling an estimated $2.47K and leaving 4,848 shares worth $464K. The position accounts for 0.14% of the portfolio, ranked #46.

Morling Financial Advisors first reported a position in ESGD in Q4 2021 and has held it in 18 quarters since. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Morling Financial Advisors held 4,848 shares of iShares ESG Aware MSCI EAFE ETF worth $464K as of Q1 2026.
  • Morling Financial Advisors sold 25 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $2.47K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.14% of Morling Financial Advisors's portfolio in Q1 2026, its #46 holding.
  • Morling Financial Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
  • 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.