Physician Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Physician Wealth 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	$351K	Buy	3,674 +149	+4%	+$14.7K	0.05%	132
2025 Q4	$335K	Buy	3,525 +1	+0%	+$94	0.05%	130
2025 Q3	$328K	Sell	3,524 -50	-1%	-$4.52K	0.05%	133
2025 Q2	$319K	Sell	3,574 -144	-4%	-$12.3K	0.05%	136
2025 Q1	$304K	Sell	3,718 -224	-6%	-$18.1K	0.05%	135
2024 Q4	$300K	Sell	3,942 -102	-3%	-$8.12K	0.05%	136
2024 Q3	$330K	Buy	4,044 +143	+4%	+$11.6K	0.06%	125
2024 Q2	$318K	Sell	3,901 -416	-10%	-$33K	0.06%	121
2024 Q1	$330K	Hold	4,317	–	–	0.07%	120
2023 Q4	$321K	Sell	4,317 -270	-6%	-$19.1K	0.07%	116
2023 Q3	$315K	Sell	4,587 -176	-4%	-$12.7K	0.08%	103
2023 Q2	$347K	Buy	4,763 +39	+0.8%	+$2.85K	0.09%	98
2023 Q1	$347K	Sell	4,724 -327	-6%	-$22.9K	0.09%	98
2022 Q4	$361K	Buy	5,051 +78	+2%	+$4.9K	0.1%	92
2022 Q3	$293K	Sell	4,973 -64	-1%	-$4.01K	0.09%	110
2022 Q2	$334K	Buy	5,037 +148	+3%	+$10.1K	0.1%	102
2022 Q1	$345K	Sell	4,889 -401	-8%	-$30.2K	0.09%	109
2021 Q4	$421K	Buy	+5,290	New	+$421K	0.11%	94

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

Physician Wealth Advisors's ESGD Position: Q1 2026 in Review

Physician Wealth Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 4.2% in Q1 2026, buying an estimated $14.7K and bringing the position to 3,674 shares worth $351K. The position accounts for 0.05% of the portfolio, ranked #132.

Physician Wealth Advisors first reported a position in ESGD in Q4 2021 and has held it in 18 quarters since. The position peaked at $421K in Q4 2021. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Physician Wealth Advisors held 3,674 shares of iShares ESG Aware MSCI EAFE ETF worth $351K as of Q1 2026.
Physician Wealth Advisors bought 149 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $14.7K.
iShares ESG Aware MSCI EAFE ETF made up 0.05% of Physician Wealth Advisors's portfolio in Q1 2026, its #132 holding.
Physician Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
Physician Wealth Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $421K in Q4 2021.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.