NorthRock Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

NorthRock Partners’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	$5.99M	Sell	62,593 -1,963	-3%	-$194K	0.1%	110
2025 Q4	$6.14M	Buy	64,556 +44,985	+230%	+$4.24M	0.1%	107
2025 Q3	$1.82M	Buy	19,571 +5,773	+42%	+$522K	0.03%	227
2025 Q2	$1.23M	Sell	13,798 -674	-5%	-$57.5K	0.03%	209
2025 Q1	$1.18M	Sell	14,472 -1,847	-11%	-$149K	0.04%	186
2024 Q4	$1.24M	Sell	16,319 -1,741	-10%	-$139K	0.04%	177
2024 Q3	$1.52M	Buy	18,060 +3,552	+24%	+$287K	0.05%	156
2024 Q2	$1.14M	Sell	14,508 -5,782	-28%	-$459K	0.04%	181
2024 Q1	$1.62M	Buy	20,290 +1,406	+7%	+$108K	0.06%	143
2023 Q4	$1.43M	Buy	+18,884	New	+$1.34M	0.06%	147

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

NorthRock Partners's ESGD Position: Q1 2026 in Review

NorthRock Partners reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 3% in Q1 2026, selling an estimated $194K and leaving 62,593 shares worth $5.99M. The position accounts for 0.1% of the portfolio, ranked #110.

NorthRock Partners first reported a position in ESGD in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.14M in Q4 2025. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

NorthRock Partners held 62,593 shares of iShares ESG Aware MSCI EAFE ETF worth $5.99M as of Q1 2026.
NorthRock Partners sold 1,963 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $194K.
iShares ESG Aware MSCI EAFE ETF made up 0.1% of NorthRock Partners's portfolio in Q1 2026, its #110 holding.
NorthRock Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
NorthRock Partners's iShares ESG Aware MSCI EAFE ETF position peaked at $6.14M in Q4 2025.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.