Principal Securities’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Principal Securities’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 Q4	–	Sell	-1,538	Closed	-$143K	–	1994
2025 Q3	$143K	Buy	1,538 +20	+1%	+$1.81K	﹤0.01%	1434
2025 Q2	$135K	Sell	1,518 -1,015	-40%	-$86.5K	﹤0.01%	1401
2025 Q1	$193K	Hold	2,533	–	–	﹤0.01%	1149
2024 Q4	$193K	Sell	2,533 -196	-7%	-$15.6K	﹤0.01%	1149
2024 Q3	$230K	Buy	2,729 +61	+2%	+$4.93K	0.01%	1044
2024 Q2	$210K	Buy	2,668 +374	+16%	+$29.7K	0.01%	1021
2024 Q1	$183K	Buy	2,294 +186	+9%	+$14.2K	0.01%	1048
2023 Q4	$159K	Buy	+2,108	New	+$149K	0.01%	1005

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Principal Securities's ESGD Position: Q4 2025 in Review

Principal Securities sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q4 2025, closing a stake of 1,538 shares — an estimated $143K sold.

Principal Securities first reported a position in ESGD in Q4 2023 and held it in 8 quarters. The position peaked at $230K in Q3 2024. 719 funds tracked by Wall St. Rank hold ESGD as of Q4 2025.

Principal Securities reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 1,538 iShares ESG Aware MSCI EAFE ETF shares in Q4 2025, an estimated $143K.
Principal Securities first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and held it in 8 quarters.
Principal Securities's iShares ESG Aware MSCI EAFE ETF position peaked at $230K in Q3 2024.
719 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.