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Partners Capital Investment Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Partners Capital Investment Group’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
-225,418
Closed -$18.4M – 167
2025
Q1 		$18.4M Sell
225,418
-15,987
-7% -$1.29M 0.31% 42
2024
Q4 		$18.4M Buy
241,405
+1,938
+0.8% +$154K 0.51% 33
2024
Q3 		$20.2M Buy
239,467
+37,710
+19% +$3.05M 0.32% 39
2024
Q2 		$15.9M Sell
201,757
-10,982
-5% -$872K 0.27% 44
2024
Q1 		$17M Sell
212,739
-12,920
-6% -$990K 0.46% 38
2023
Q4 		$17M Buy
225,659
+5,097
+2% +$361K 0.37% 40
2023
Q3 		$15.2M Hold
220,562
– – 0.37% 40
2023
Q2 		$16.1M Buy
220,562
+17,043
+8% +$1.24M 0.34% 43
2023
Q1 		$14.6M Sell
203,519
-15,332
-7% -$1.08M 0.63% 34
2022
Q4 		$14.4M Hold
218,851
– – 0.69% 35
2022
Q3 		$12.3M Sell
218,851
-4,807
-2% -$301K 0.73% 37
2022
Q2 		$14M Buy
223,658
+19,551
+10% +$1.33M 0.95% 34
2022
Q1 		$15M Hold
204,107
– – 0.74% 47
2021
Q4 		$16.2M Sell
204,107
-90,999
-31% -$7.25M 0.75% 49
2021
Q3 		$23.1M Buy
295,106
+109,237
+59% +$8.77M 1.06% 39
2021
Q2 		$14.7M Hold
185,869
– – 0.65% 50
2021
Q1 		$14.1M Buy
+185,869
New +$14M 0.62% 49

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

Partners Capital Investment Group's ESGD Position: Q2 2025 in Review

Partners Capital Investment Group sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2025, closing a stake of 225,418 shares — an estimated $18.4M sold.

Partners Capital Investment Group first reported a position in ESGD in Q1 2021 and held it in 17 quarters. The position peaked at $23.1M in Q3 2021. 641 funds tracked by Wall St. Rank hold ESGD as of Q2 2025.

  • Partners Capital Investment Group reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • Partners Capital Investment Group sold 225,418 iShares ESG Aware MSCI EAFE ETF shares in Q2 2025, an estimated $18.4M.
  • Partners Capital Investment Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2021 and held it in 17 quarters.
  • Partners Capital Investment Group's iShares ESG Aware MSCI EAFE ETF position peaked at $23.1M in Q3 2021.
  • 641 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2025.

Based on Partners Capital Investment Group's 13F filing for Q2 2025, filed 14 Aug 2025.