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Nalls Sherbakoff Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Nalls Sherbakoff Group’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
Q4 		$61.5K Hold
647
– – 0.04% 182
2025
Q3 		$60.2K Hold
647
– – 0.04% 193
2025
Q2 		$57.7K Hold
647
– – 0.04% 188
2025
Q1 		$52.9K Buy
+647
New +$52.2K 0.04% 181
2023
Q4 		$48.9K Hold
647
– – 0.04% 166
2023
Q3 		$44.7K Buy
+647
New +$46.6K 0.04% 159

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Nalls Sherbakoff Group's ESGD Position: Q4 2025 in Review

Nalls Sherbakoff Group held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q4 2025 at 647 shares worth $61.5K. The position accounts for 0.04% of the portfolio, ranked #182.

Nalls Sherbakoff Group first reported a position in ESGD in Q3 2023 and has held it in 6 quarters since. 720 funds tracked by Wall St. Rank hold ESGD as of Q4 2025.

  • Nalls Sherbakoff Group held 647 shares of iShares ESG Aware MSCI EAFE ETF worth $61.5K as of Q4 2025.
  • Nalls Sherbakoff Group left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q4 2025.
  • iShares ESG Aware MSCI EAFE ETF made up 0.04% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #182 holding.
  • Nalls Sherbakoff Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2023 and has held it in 6 quarters since.
  • 720 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.