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

NewSquare 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 		– Sell
-57
Closed -$4.34K – 1187
2024
Q4 		$4.34K Hold
57
– – ﹤0.01% 385
2024
Q3 		$4.8K Buy
+57
New +$4.61K ﹤0.01% 251

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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

NewSquare Capital's ESGD Position: Q1 2025 in Review

NewSquare Capital sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2025, closing a stake of 57 shares — an estimated $4.34K sold.

NewSquare Capital first reported a position in ESGD in Q3 2024 and held it in 2 quarters. The position peaked at $4.8K in Q3 2024. 606 funds tracked by Wall St. Rank hold ESGD as of Q1 2025.

  • NewSquare Capital reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • NewSquare Capital sold 57 iShares ESG Aware MSCI EAFE ETF shares in Q1 2025, an estimated $4.34K.
  • NewSquare Capital first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2024 and held it in 2 quarters.
  • NewSquare Capital's iShares ESG Aware MSCI EAFE ETF position peaked at $4.8K in Q3 2024.
  • 606 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2025.

Based on NewSquare Capital's 13F filing for Q1 2025, filed 14 Apr 2025.