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North Star Investment Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

North Star Investment Management’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 		$55.6K Buy
581
+220
+61% +$21.8K ﹤0.01% 711
2025
Q4 		$34.4K Buy
361
+6
+2% +$566 ﹤0.01% 751
2025
Q3 		$33K Hold
355
– – ﹤0.01% 739
2025
Q2 		$31.6K Sell
355
-53
-13% -$4.52K ﹤0.01% 726
2025
Q1 		$33.3K Hold
408
– – ﹤0.01% 686
2024
Q4 		$31.1K Buy
408
+5
+1% +$398 ﹤0.01% 700
2024
Q3 		$33.9K Sell
403
-868
-68% -$70.1K ﹤0.01% 656
2024
Q2 		$100K Buy
1,271
+9
+0.7% +$715 0.01% 498
2024
Q1 		$101K Hold
1,262
– – 0.01% 504
2023
Q4 		$95.3K Buy
1,262
+5
+0.4% +$354 0.01% 502
2023
Q3 		$86.9K Hold
1,257
– – 0.01% 513
2023
Q2 		$91.6K Buy
1,257
+9
+0.7% +$657 0.01% 516
2023
Q1 		$89.7K Hold
1,248
– – 0.01% 526
2022
Q4 		$82.1K Buy
1,248
+2
+0.2% +$126 0.01% 517
2022
Q3 		$70K Hold
1,246
– – 0.01% 485
2022
Q2 		$78K Sell
1,246
-1,169
-48% -$79.8K 0.01% 483
2022
Q1 		$178K Buy
2,415
+1
+0% +$75 0.01% 393
2021
Q4 		$192K Buy
2,414
+6
+0.2% +$478 0.01% 395
2021
Q3 		$189K Buy
2,408
+1,178
+96% +$94.6K 0.02% 389
2021
Q2 		$97K Buy
1,230
+811
+194% +$64.6K 0.01% 485
2021
Q1 		$32K Hold
419
– – ﹤0.01% 636
2020
Q4 		$31K Buy
419
+3
+0.7% +$205 ﹤0.01% 609
2020
Q3 		$26K Sell
416
-15
-3% -$958 ﹤0.01% 621
2020
Q2 		$26K Buy
431
+5
+1% +$287 ﹤0.01% 590
2020
Q1 		$23K Hold
426
– – ﹤0.01% 605
2019
Q4 		$29K Buy
426
+3
+0.7% +$200 ﹤0.01% 653
2019
Q3 		$27K Buy
+423
New +$26.7K ﹤0.01% 660
2019
Q2 		– Sell
-415
Closed -$26K – 549
2019
Q1 		$26K Hold
415
– – ﹤0.01% 675
2018
Q4 		$24K Buy
415
+4
+1% +$243 ﹤0.01% 651
2018
Q3 		$27K Hold
411
– – ﹤0.01% 679
2018
Q2 		$27K Sell
411
-4,394
-91% -$298K ﹤0.01% 683
2018
Q1 		$323K Buy
+4,805
New +$330K 0.04% 302

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

North Star Investment Management's ESGD Position: Q1 2026 in Review

North Star Investment Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 61% in Q1 2026, buying an estimated $21.8K and bringing the position to 581 shares worth $55.6K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

North Star Investment Management first reported a position in ESGD in Q1 2018 and has held it in 32 quarters since. The position peaked at $323K in Q1 2018. 746 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • North Star Investment Management held 581 shares of iShares ESG Aware MSCI EAFE ETF worth $55.6K as of Q1 2026.
  • North Star Investment Management bought 220 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $21.8K.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #711 holding.
  • North Star Investment Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2018 and has held it in 32 quarters since.
  • North Star Investment Management's iShares ESG Aware MSCI EAFE ETF position peaked at $323K in Q1 2018.
  • 746 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.