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

Novare Capital 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	$272K	Buy	+2,845	New	+$282K	0.02%	171

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

Novare Capital Management's ESGD Position: Q1 2026 in Review

Novare Capital Management opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2026: 2,845 shares worth $272K. The stake represents 0.02% of the portfolio and ranks #171 among its holdings.

746 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Novare Capital Management held 2,845 shares of iShares ESG Aware MSCI EAFE ETF worth $272K as of Q1 2026.
iShares ESG Aware MSCI EAFE ETF was a new Novare Capital Management position in Q1 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.02% of Novare Capital Management's portfolio in Q1 2026, its #171 holding.
746 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Novare Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.