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Perennial Investment Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Perennial Investment 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
2026
Q1 		$795K Sell
8,309
-5,293
-39% -$524K 0.06% 222
2025
Q4 		$1.29M Sell
13,602
-666
-5% -$62.8K 0.1% 165
2025
Q3 		$1.33M Buy
14,268
+47
+0.3% +$4.25K 0.11% 156
2025
Q2 		$1.27M Buy
14,221
+271
+2% +$23.1K 0.12% 152
2025
Q1 		$1.14M Buy
13,950
+2,652
+23% +$214K 0.13% 144
2024
Q4 		$860K Buy
11,298
+1,042
+10% +$82.9K 0.1% 165
2024
Q3 		$863K Buy
10,256
+1,820
+22% +$147K 0.11% 160
2024
Q2 		$665K Buy
8,436
+3,942
+88% +$313K 0.09% 164
2024
Q1 		$359K Buy
4,494
+37
+0.8% +$2.83K 0.05% 228
2023
Q4 		$337K Buy
4,457
+15
+0.3% +$1.06K 0.06% 229
2023
Q3 		$307K Sell
4,442
-867
-16% -$62.4K 0.06% 238
2023
Q2 		$387K Buy
5,309
+1,436
+37% +$105K 0.07% 208
2023
Q1 		$278K Sell
3,873
-104
-3% -$7.3K 0.05% 251
2022
Q4 		$261K Buy
+3,977
New +$250K 0.11% 165
2022
Q3 		– Sell
-3,340
Closed -$210K – 211
2022
Q2 		$210K Buy
3,340
+43
+1% +$2.94K 0.08% 178
2022
Q1 		$242K Hold
3,297
– – 0.08% 182
2021
Q4 		$262K Sell
3,297
-274
-8% -$21.8K 0.08% 188
2021
Q3 		$281K Buy
3,571
+117
+3% +$9.39K 0.1% 168
2021
Q2 		$273K Buy
3,454
+60
+2% +$4.78K 0.1% 165
2021
Q1 		$258K Buy
+3,394
New +$256K 0.1% 154

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Perennial Investment Advisors's ESGD Position: Q1 2026 in Review

Perennial Investment Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 39% in Q1 2026, selling an estimated $524K and leaving 8,309 shares worth $795K. The position accounts for 0.06% of the portfolio, ranked #222.

Perennial Investment Advisors first reported a position in ESGD in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.33M in Q3 2025. 746 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Perennial Investment Advisors held 8,309 shares of iShares ESG Aware MSCI EAFE ETF worth $795K as of Q1 2026.
  • Perennial Investment Advisors sold 5,293 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $524K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.06% of Perennial Investment Advisors's portfolio in Q1 2026, its #222 holding.
  • Perennial Investment Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2021 and has held it in 20 quarters since.
  • Perennial Investment Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $1.33M in Q3 2025.
  • 746 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.