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Napatree Capital’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Napatree Capital’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
Q1 		$372K Buy
4,549
+88
+2% +$7.1K 0.21% 133
2024
Q4 		$340K Sell
4,461
-35
-0.8% -$2.79K 0.2% 129
2024
Q3 		$378K Buy
4,496
+357
+9% +$28.8K 0.26% 105
2024
Q2 		$326K Hold
4,139
– – 0.26% 104
2024
Q1 		$320K Buy
4,139
+2
+0% +$153 0.31% 93
2023
Q4 		$313K Buy
+4,137
New +$293K 0.31% 93

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Napatree Capital's ESGD Position: Q1 2025 in Review

Napatree Capital increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2% in Q1 2025, buying an estimated $7.1K and bringing the position to 4,549 shares worth $372K. The position accounts for 0.21% of the portfolio, ranked #133.

Napatree Capital first reported a position in ESGD in Q4 2023 and has held it in 6 quarters since. The position peaked at $378K in Q3 2024. 607 funds tracked by Wall St. Rank hold ESGD as of Q1 2025.

  • Napatree Capital held 4,549 shares of iShares ESG Aware MSCI EAFE ETF worth $372K as of Q1 2025.
  • Napatree Capital bought 88 iShares ESG Aware MSCI EAFE ETF shares in Q1 2025, an estimated $7.1K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.21% of Napatree Capital's portfolio in Q1 2025, its #133 holding.
  • Napatree Capital first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and has held it in 6 quarters since.
  • Napatree Capital's iShares ESG Aware MSCI EAFE ETF position peaked at $378K in Q3 2024.
  • 607 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.