Raymond James Financial’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Raymond James Financial’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	$24.8M	Sell	259,032 -5,805	-2%	-$574K	0.01%	1322
2025 Q4	$25.2M	Buy	264,837 +36,638	+16%	+$3.45M	0.01%	1279
2025 Q3	$21.2M	Buy	228,199 +18,122	+9%	+$1.64M	0.01%	1372
2025 Q2	$18.7M	Buy	210,077 +51,938	+33%	+$4.43M	0.01%	1419
2025 Q1	$12.9M	Sell	158,139 -15,127	-9%	-$1.22M	﹤0.01%	1623
2024 Q4	$13.2M	Buy	+173,266	New	+$13.8M	﹤0.01%	1627

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

Raymond James Financial's ESGD Position: Q1 2026 in Review

Raymond James Financial reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2.2% in Q1 2026, selling an estimated $574K and leaving 259,032 shares worth $24.8M. The position accounts for 0.01% of the portfolio, ranked #1322.

Raymond James Financial first reported a position in ESGD in Q4 2024 and has held it in 6 quarters since. The position peaked at $25.2M in Q4 2025. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Raymond James Financial held 259,032 shares of iShares ESG Aware MSCI EAFE ETF worth $24.8M as of Q1 2026.
Raymond James Financial sold 5,805 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $574K.
iShares ESG Aware MSCI EAFE ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1322 holding.
Raymond James Financial first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's iShares ESG Aware MSCI EAFE ETF position peaked at $25.2M in Q4 2025.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.