&Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

&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
2026 Q1	$4.28M	Sell	44,811 -4,797	-10%	-$475K	0.02%	578
2025 Q4	$4.72M	Buy	49,608 +18,582	+60%	+$1.75M	0.02%	517
2025 Q3	$2.88M	Sell	31,026 -847	-3%	-$76.6K	0.02%	605
2025 Q2	$2.84M	Buy	31,873 +3,157	+11%	+$269K	0.02%	533
2025 Q1	$2.37M	Buy	28,716 +3,019	+12%	+$244K	0.03%	484
2024 Q4	$1.96M	Buy	25,697 +22,945	+834%	+$1.83M	0.02%	510
2024 Q3	$232K	Buy	+2,752	New	+$222K	﹤0.01%	1236

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

&Partners's ESGD Position: Q1 2026 in Review

&Partners reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 9.7% in Q1 2026, selling an estimated $475K and leaving 44,811 shares worth $4.28M. The position accounts for 0.02% of the portfolio, ranked #578.

&Partners first reported a position in ESGD in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.72M in Q4 2025. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

&Partners held 44,811 shares of iShares ESG Aware MSCI EAFE ETF worth $4.28M as of Q1 2026.
&Partners sold 4,797 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $475K.
iShares ESG Aware MSCI EAFE ETF made up 0.02% of &Partners's portfolio in Q1 2026, its #578 holding.
&Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2024 and has held it in 7 quarters since.
&Partners's iShares ESG Aware MSCI EAFE ETF position peaked at $4.72M in Q4 2025.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.