NBT Bank’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

NBT Bank’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	$28.2K	Sell	295 -82	-22%	-$8.11K	﹤0.01%	564
2025 Q4	$35.8K	Hold	377	–	–	﹤0.01%	536
2025 Q3	$35.1K	Hold	377	–	–	﹤0.01%	537
2025 Q2	$33.6K	Hold	377	–	–	﹤0.01%	538
2025 Q1	$30.8K	Hold	377	–	–	﹤0.01%	545
2024 Q4	$28.7K	Hold	377	–	–	﹤0.01%	556
2024 Q3	$31.7K	Buy	+377	New	+$30.5K	﹤0.01%	568

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

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

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 New York $871B AUM 31.28% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

NBT Bank's ESGD Position: Q1 2026 in Review

NBT Bank reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 22% in Q1 2026, selling an estimated $8.11K and leaving 295 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

NBT Bank first reported a position in ESGD in Q3 2024 and has held it in 7 quarters since. The position peaked at $35.8K in Q4 2025. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

NBT Bank held 295 shares of iShares ESG Aware MSCI EAFE ETF worth $28.2K as of Q1 2026.
NBT Bank sold 82 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $8.11K.
iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of NBT Bank's portfolio in Q1 2026, its #564 holding.
NBT Bank first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2024 and has held it in 7 quarters since.
NBT Bank's iShares ESG Aware MSCI EAFE ETF position peaked at $35.8K in Q4 2025.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.