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

rebel 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 		$2.4M Sell
25,081
-1,251
-5% -$124K 1.04% 37
2025
Q4 		$2.5M Buy
+26,332
New +$2.48M 1.07% 37
2025
Q3 		– Sell
-28,618
Closed -$2.59M – 36
2025
Q2 		$2.55M Buy
+28,618
New +$2.44M 1.16% 35

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

rebel Financial's ESGD Position: Q1 2026 in Review

rebel Financial reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 4.8% in Q1 2026, selling an estimated $124K and leaving 25,081 shares worth $2.4M. The position accounts for 1.04% of the portfolio, ranked #37.

rebel Financial first reported a position in ESGD in Q2 2025 and has held it in 3 quarters since. The position peaked at $2.55M in Q2 2025. 750 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • rebel Financial held 25,081 shares of iShares ESG Aware MSCI EAFE ETF worth $2.4M as of Q1 2026.
  • rebel Financial sold 1,251 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $124K.
  • iShares ESG Aware MSCI EAFE ETF made up 1.04% of rebel Financial's portfolio in Q1 2026, its #37 holding.
  • rebel Financial first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2025 and has held it in 3 quarters since.
  • rebel Financial's iShares ESG Aware MSCI EAFE ETF position peaked at $2.55M in Q2 2025.
  • 750 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on rebel Financial's 13F filing for Q1 2026, filed 24 Apr 2026.