NWAM LLC
ESGD icon

NWAM LLC’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

NWAM LLC’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
Q3 		$646K Buy
6,266
+855
+16% +$89.7K 0.03% 411
2026
Q2 		$556K Buy
+5,411
New +$550K 0.03% 422
2022
Q2 		– Sell
-3,313
Closed -$244K – 524
2022
Q1 		$244K Buy
+3,313
New +$250K 0.02% 471
2021
Q2 		– Sell
-3,324
Closed -$252K – 485
2021
Q1 		$252K Buy
+3,324
New +$250K 0.03% 414

Other funds holding ESGD

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

NWAM LLC's ESGD Position: Q3 2026 in Review

NWAM LLC increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 16% in Q3 2026, buying an estimated $89.7K and bringing the position to 6,266 shares worth $646K. The position accounts for 0.03% of the portfolio, ranked #411.

NWAM LLC first reported a position in ESGD in Q1 2021 and has held it in 4 quarters since. 689 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • NWAM LLC held 6,266 shares of iShares ESG Aware MSCI EAFE ETF worth $646K as of Q3 2026.
  • NWAM LLC bought 855 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $89.7K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.03% of NWAM LLC's portfolio in Q3 2026, its #411 holding.
  • NWAM LLC first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2021 and has held it in 4 quarters since.
  • 689 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on NWAM LLC's 13F filing for Q3 2026, filed 9 Nov 2026.