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O'Brien Wealth Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

O'Brien Wealth 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
2025
Q4 		$350K Hold
3,676
– – 0.05% 70
2025
Q3 		$342K Hold
3,676
– – 0.05% 64
2025
Q2 		$328K Hold
3,676
– – 0.05% 43
2025
Q1 		$300K Hold
3,676
– – 0.06% 40
2024
Q4 		$280K Hold
3,676
– – 0.05% 39
2024
Q3 		$309K Sell
3,676
-159
-4% -$12.8K 0.06% 37
2024
Q2 		$302K Buy
3,835
+159
+4% +$12.6K 0.07% 32
2024
Q1 		$294K Sell
3,676
-98
-3% -$7.51K 0.07% 34
2023
Q4 		$285K Hold
3,774
– – 0.07% 35
2023
Q3 		$261K Hold
3,774
– – 0.07% 31
2023
Q2 		$275K Hold
3,774
– – 0.08% 32
2023
Q1 		$271K Hold
3,774
– – 0.09% 33
2022
Q4 		$248K Sell
3,774
-39,128
-91% -$2.46M 0.1% 37
2022
Q3 		$2.41M Buy
42,902
+39,128
+1,037% +$2.45M 1.01% 13
2022
Q2 		$237K Sell
3,774
-97,594
-96% -$6.66M 0.1% 42
2022
Q1 		$6.64M Buy
101,368
+4,923
+5% +$371K 2.64% 8
2021
Q4 		$7.45M Buy
96,445
+21,391
+29% +$1.7M 2.58% 8
2021
Q3 		$5.87M Buy
75,054
+8,374
+13% +$672K 2.05% 8
2021
Q2 		$5.32M Buy
66,680
+3,643
+6% +$290K 1.76% 9
2021
Q1 		$4.9M Buy
63,037
+11,116
+21% +$837K 1.62% 8
2020
Q4 		$3.94M Buy
51,921
+18,602
+56% +$1.27M 1.42% 8
2020
Q3 		$2.17M Buy
33,319
+3,419
+11% +$218K 0.89% 9
2020
Q2 		$1.84M Buy
29,900
+10,210
+52% +$586K 0.77% 9
2020
Q1 		$1.02M Buy
+19,690
New +$1.24M 0.57% 13

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

O'Brien Wealth Partners's ESGD Position: Q4 2025 in Review

O'Brien Wealth Partners held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q4 2025 at 3,676 shares worth $350K. The position accounts for 0.05% of the portfolio, ranked #70.

O'Brien Wealth Partners first reported a position in ESGD in Q1 2020 and has held it in 24 quarters since. The position peaked at $7.45M in Q4 2021. 722 funds tracked by Wall St. Rank hold ESGD as of Q4 2025.

  • O'Brien Wealth Partners held 3,676 shares of iShares ESG Aware MSCI EAFE ETF worth $350K as of Q4 2025.
  • O'Brien Wealth Partners left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q4 2025.
  • iShares ESG Aware MSCI EAFE ETF made up 0.05% of O'Brien Wealth Partners's portfolio in Q4 2025, its #70 holding.
  • O'Brien Wealth Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2020 and has held it in 24 quarters since.
  • O'Brien Wealth Partners's iShares ESG Aware MSCI EAFE ETF position peaked at $7.45M in Q4 2021.
  • 722 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.