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Pallas Capital Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Pallas Capital Advisors’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
Q2 		– Sell
-13,595
Closed -$1.11M – 889
2025
Q1 		$1.11M Sell
13,595
-614
-4% -$49.5K 0.05% 280
2024
Q4 		$1.08M Sell
14,209
-342
-2% -$27.2K 0.05% 220
2024
Q3 		$1.17M Sell
14,551
-1,573
-10% -$127K 0.05% 200
2024
Q2 		$1.29M Sell
16,124
-725
-4% -$57.6K 0.06% 184
2024
Q1 		$1.35M Buy
16,849
+78
+0.5% +$5.97K 0.06% 181
2023
Q4 		$1.27M Buy
+16,771
New +$1.19M 0.07% 181
2022
Q1 		– Sell
-3,470
Closed -$268K – 250
2021
Q4 		$268K Buy
+3,470
New +$276K 0.03% 260

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pallas Capital Advisors's ESGD Position: Q2 2025 in Review

Pallas Capital Advisors sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2025, closing a stake of 13,595 shares — an estimated $1.11M sold.

Pallas Capital Advisors first reported a position in ESGD in Q4 2021 and held it in 7 quarters. The position peaked at $1.35M in Q1 2024. 641 funds tracked by Wall St. Rank hold ESGD as of Q2 2025.

  • Pallas Capital Advisors reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • Pallas Capital Advisors sold 13,595 iShares ESG Aware MSCI EAFE ETF shares in Q2 2025, an estimated $1.11M.
  • Pallas Capital Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and held it in 7 quarters.
  • Pallas Capital Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $1.35M in Q1 2024.
  • 641 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2025.

Based on Pallas Capital Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.