Mount Yale Investment Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Mount Yale 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
2025 Q3	–	Sell	-347	Closed	-$31K	–	947
2025 Q2	$31K	Buy	+347	New	+$29.6K	﹤0.01%	948
2023 Q4	–	Sell	-3,531	Closed	-$244K	–	511
2023 Q3	$244K	Sell	3,531 -2,075	-37%	-$149K	0.03%	432
2023 Q2	$409K	Buy	5,606 +613	+12%	+$44.7K	0.04%	335
2023 Q1	$359K	Buy	4,993 +350	+8%	+$24.6K	0.04%	346
2022 Q4	$305K	Buy	4,643 +943	+25%	+$59.2K	0.03%	349
2022 Q3	$208K	Buy	+3,700	New	+$232K	0.03%	414
2022 Q2	–	Sell	-2,956	Closed	-$218K	–	467
2022 Q1	$218K	Sell	2,956 -681	-19%	-$51.3K	0.02%	434
2021 Q4	$289K	Buy	+3,637	New	+$290K	0.03%	383

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mount Yale Investment Advisors's ESGD Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2025, closing a stake of 347 shares — an estimated $31K sold.

Mount Yale Investment Advisors first reported a position in ESGD in Q4 2021 and held it in 8 quarters. The position peaked at $409K in Q2 2023. 642 funds tracked by Wall St. Rank hold ESGD as of Q3 2025.

Mount Yale Investment Advisors reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 347 iShares ESG Aware MSCI EAFE ETF shares in Q3 2025, an estimated $31K.
Mount Yale Investment Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and held it in 8 quarters.
Mount Yale Investment Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $409K in Q2 2023.
642 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.