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

Rede Wealth’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	$201K	Sell	2,104 -1,380	-40%	-$137K	0.07%	108
2025 Q4	$331K	Buy	+3,484	New	+$328K	0.12%	84
2025 Q3	–	Sell	-3,105	Closed	-$277K	–	129
2025 Q2	$277K	Hold	3,105	–	–	0.1%	95
2025 Q1	$254K	Sell	3,105 -181	-6%	-$14.6K	0.09%	97
2024 Q4	$250K	Buy	3,286 +446	+16%	+$35.5K	0.1%	97
2024 Q3	$239K	Sell	2,840 -592	-17%	-$47.8K	0.09%	98
2024 Q2	$270K	Hold	3,432	–	–	0.25%	86
2024 Q1	$274K	Sell	3,432 -977	-22%	-$74.8K	0.12%	82
2023 Q4	$333K	Sell	4,409 -463	-10%	-$32.8K	0.16%	65
2023 Q3	$337K	Buy	4,872 +338	+7%	+$24.3K	0.17%	57
2023 Q2	$331K	Buy	4,534 +396	+10%	+$28.9K	0.16%	72
2023 Q1	$297K	Buy	4,138 +261	+7%	+$18.3K	0.16%	74
2022 Q4	$255K	Buy	+3,877	New	+$243K	0.14%	78

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

Rede Wealth's ESGD Position: Q1 2026 in Review

Rede Wealth reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 40% in Q1 2026, selling an estimated $137K and leaving 2,104 shares worth $201K. The position accounts for 0.07% of the portfolio, ranked #108.

Rede Wealth first reported a position in ESGD in Q4 2022 and has held it in 13 quarters since. The position peaked at $337K in Q3 2023. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Rede Wealth held 2,104 shares of iShares ESG Aware MSCI EAFE ETF worth $201K as of Q1 2026.
Rede Wealth sold 1,380 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $137K.
iShares ESG Aware MSCI EAFE ETF made up 0.07% of Rede Wealth's portfolio in Q1 2026, its #108 holding.
Rede Wealth first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and has held it in 13 quarters since.
Rede Wealth's iShares ESG Aware MSCI EAFE ETF position peaked at $337K in Q3 2023.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Rede Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.