Retirement Capital Strategies’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Retirement Capital Strategies’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 Q2	–	Sell	-13,448	Closed	-$1.1M	–	71
2025 Q1	$1.1M	Buy	+13,448	New	+$1.09M	0.43%	39
2021 Q2	–	Sell	-17,093	Closed	-$1.3M	–	80
2021 Q1	$1.3M	Buy	+17,093	New	+$1.29M	0.51%	38
2020 Q1	–	Sell	-3,849	Closed	-$265K	–	42
2019 Q4	$265K	Sell	3,849 -5,411	-58%	-$361K	0.13%	47
2019 Q3	$594K	Sell	9,260 -405	-4%	-$25.6K	0.3%	30
2019 Q2	$622K	Buy	9,665 +997	+12%	+$63.7K	0.31%	30
2019 Q1	$548K	Sell	8,668 -49	-0.6%	-$3.01K	0.28%	31
2018 Q4	$500K	Sell	8,717 -9,845	-53%	-$598K	0.28%	31
2018 Q3	$1.23M	Buy	18,562 +12,094	+187%	+$794K	0.61%	16
2018 Q2	$421K	Buy	+6,468	New	+$438K	0.22%	22

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Retirement Capital Strategies's ESGD Position: Q2 2025 in Review

Retirement Capital Strategies sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2025, closing a stake of 13,448 shares — an estimated $1.1M sold.

Retirement Capital Strategies first reported a position in ESGD in Q2 2018 and held it in 9 quarters. The position peaked at $1.3M in Q1 2021. 642 funds tracked by Wall St. Rank hold ESGD as of Q2 2025.

Retirement Capital Strategies reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
Retirement Capital Strategies sold 13,448 iShares ESG Aware MSCI EAFE ETF shares in Q2 2025, an estimated $1.1M.
Retirement Capital Strategies first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2018 and held it in 9 quarters.
Retirement Capital Strategies's iShares ESG Aware MSCI EAFE ETF position peaked at $1.3M in Q1 2021.
642 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2025.

Based on Retirement Capital Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.