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ESGD icon

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

NewEdge Wealth’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 		$269K Buy
2,815
+55
+2% +$5.44K ﹤0.01% 995
2025
Q4 		$262K Buy
2,760
+64
+2% +$6.03K ﹤0.01% 1071
2025
Q3 		$253K Hold
2,696
– – ﹤0.01% 920
2025
Q2 		$241K Buy
2,696
+3
+0.1% +$256 ﹤0.01% 886
2025
Q1 		$220K Sell
2,693
-61
-2% -$4.92K ﹤0.01% 867
2024
Q4 		$210K Buy
2,754
+307
+13% +$24.4K ﹤0.01% 875
2024
Q3 		$206K Buy
+2,447
New +$198K ﹤0.01% 835
2024
Q1 		– Sell
-2,768
Closed -$209K – 813
2023
Q4 		$209K Sell
2,768
-331
-11% -$23.4K 0.01% 702
2023
Q3 		$214K Buy
3,099
+12
+0.4% +$864 0.01% 607
2023
Q2 		$225K Buy
3,087
+81
+3% +$5.91K 0.01% 588
2023
Q1 		$216K Buy
+3,006
New +$211K 0.01% 570

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 Wealth's ESGD Position: Q1 2026 in Review

NewEdge Wealth increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2% in Q1 2026, buying an estimated $5.44K and bringing the position to 2,815 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #995.

NewEdge Wealth first reported a position in ESGD in Q1 2023 and has held it in 11 quarters since. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • NewEdge Wealth held 2,815 shares of iShares ESG Aware MSCI EAFE ETF worth $269K as of Q1 2026.
  • NewEdge Wealth bought 55 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $5.44K.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #995 holding.
  • NewEdge Wealth first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2023 and has held it in 11 quarters since.
  • 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

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