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ESGD icon

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

NewEdge 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
Q1 		$8.12M Sell
84,951
-3,235
-4% -$320K 0.03% 512
2025
Q4 		$8.39M Buy
88,186
+3,382
+4% +$319K 0.03% 491
2025
Q3 		$7.89M Buy
84,804
+4,535
+6% +$410K 0.04% 466
2025
Q2 		$7.16M Buy
80,269
+13,136
+20% +$1.12M 0.04% 449
2025
Q1 		$5.48M Sell
67,133
-4,481
-6% -$362K 0.03% 479
2024
Q4 		$5.45M Buy
71,614
+8,655
+14% +$689K 0.03% 471
2024
Q3 		$5.3M Buy
62,959
+924
+1% +$74.7K 0.03% 450
2024
Q2 		$4.89M Buy
62,035
+2,654
+4% +$211K 0.04% 454
2024
Q1 		$4.75M Buy
59,381
+478
+0.8% +$36.6K 0.04% 406
2023
Q4 		$4.37M Sell
58,903
-287
-0.5% -$20.3K 0.04% 395
2023
Q3 		$4.09M Sell
59,190
-8,408
-12% -$605K 0.05% 369
2023
Q2 		$4.93M Buy
67,598
+7,880
+13% +$575K 0.06% 321
2023
Q1 		$4.29M Sell
59,718
-4,761
-7% -$334K 0.05% 333
2022
Q4 		$4.22M Buy
64,479
+56,286
+687% +$3.53M 0.11% 192
2022
Q3 		$460K Sell
8,193
-5,435
-40% -$341K 0.01% 1003
2022
Q2 		$855K Sell
13,628
-1,765
-11% -$120K 0.01% 738
2022
Q1 		$1.14M Sell
15,393
-4,375
-22% -$329K 0.02% 605
2021
Q4 		$1.57M Buy
19,768
+13,184
+200% +$1.05M 0.02% 534
2021
Q3 		$516K Buy
+6,584
New +$529K 0.01% 735

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

NewEdge Advisors's ESGD Position: Q1 2026 in Review

NewEdge Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 3.7% in Q1 2026, selling an estimated $320K and leaving 84,951 shares worth $8.12M. The position accounts for 0.03% of the portfolio, ranked #512.

NewEdge Advisors first reported a position in ESGD in Q3 2021 and has held it in 19 quarters since. The position peaked at $8.39M in Q4 2025. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • NewEdge Advisors held 84,951 shares of iShares ESG Aware MSCI EAFE ETF worth $8.12M as of Q1 2026.
  • NewEdge Advisors sold 3,235 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $320K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.03% of NewEdge Advisors's portfolio in Q1 2026, its #512 holding.
  • NewEdge Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2021 and has held it in 19 quarters since.
  • NewEdge Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $8.39M in Q4 2025.
  • 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.