Motive Wealth Advisors
ESGD icon

Motive Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Motive Wealth 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
Q3 		$362K Hold
3,512
– – 0.15% 66
2026
Q2 		$361K Hold
3,512
– – 0.15% 66
2026
Q1 		$336K Hold
3,512
– – 0.16% 59
2025
Q4 		$334K Buy
+3,512
New +$331K 0.14% 60

Other funds holding ESGD

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Motive Wealth Advisors's ESGD Position: Q3 2026 in Review

Motive Wealth Advisors held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q3 2026 at 3,512 shares worth $362K. The position accounts for 0.15% of the portfolio, ranked #66.

Motive Wealth Advisors first reported a position in ESGD in Q4 2025 and has held it in 4 quarters since. 689 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Motive Wealth Advisors held 3,512 shares of iShares ESG Aware MSCI EAFE ETF worth $362K as of Q3 2026.
  • Motive Wealth Advisors left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 0.15% of Motive Wealth Advisors's portfolio in Q3 2026, its #66 holding.
  • Motive Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2025 and has held it in 4 quarters since.
  • 689 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Motive Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.