NWF Advisory Services’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

NWF Advisory Services’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	$282K	Hold	2,947	–	–	0.03%	300
2025 Q4	$280K	Sell	2,947 -146	-5%	-$13.8K	0.03%	299
2025 Q3	$288K	Buy	3,093 +700	+29%	+$63.3K	0.03%	302
2025 Q2	$214K	Sell	2,393 -115	-5%	-$9.81K	0.03%	370
2025 Q1	$205K	Buy	+2,508	New	+$202K	0.03%	325

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

NWF Advisory Services's ESGD Position: Q1 2026 in Review

NWF Advisory Services held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q1 2026 at 2,947 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #300.

NWF Advisory Services first reported a position in ESGD in Q1 2025 and has held it in 5 quarters since. The position peaked at $288K in Q3 2025. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

NWF Advisory Services held 2,947 shares of iShares ESG Aware MSCI EAFE ETF worth $282K as of Q1 2026.
NWF Advisory Services left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.03% of NWF Advisory Services's portfolio in Q1 2026, its #300 holding.
NWF Advisory Services first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2025 and has held it in 5 quarters since.
NWF Advisory Services's iShares ESG Aware MSCI EAFE ETF position peaked at $288K in Q3 2025.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.