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Phillips Financial Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Phillips Financial Management’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 		$80.6K Hold
843
– – 0.01% 221
2025
Q4 		$80.2K Hold
843
– – 0.01% 236
2025
Q3 		$78.4K Hold
843
– – 0.01% 242
2025
Q2 		$75.2K Hold
843
– – 0.01% 213
2025
Q1 		$68.9K Hold
843
– – 0.01% 208
2024
Q4 		$64.2K Buy
843
+72
+9% +$5.73K 0.01% 206
2024
Q3 		$64.9K Buy
+771
New +$62.3K 0.01% 213

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

Phillips Financial Management's ESGD Position: Q1 2026 in Review

Phillips Financial Management held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q1 2026 at 843 shares worth $80.6K. The position accounts for 0.01% of the portfolio, ranked #221.

Phillips Financial Management first reported a position in ESGD in Q3 2024 and has held it in 7 quarters since. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Phillips Financial Management held 843 shares of iShares ESG Aware MSCI EAFE ETF worth $80.6K as of Q1 2026.
  • Phillips Financial Management left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of Phillips Financial Management's portfolio in Q1 2026, its #221 holding.
  • Phillips Financial Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2024 and has held it in 7 quarters since.
  • 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.