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

RHS 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 		$1.27M Sell
13,277
-1,540
-10% -$152K 0.6% 43
2025
Q4 		$1.41M Sell
14,817
-183
-1% -$17.3K 0.69% 39
2025
Q3 		$1.39M Sell
15,000
-283
-2% -$25.6K 0.72% 39
2025
Q2 		$1.36M Sell
15,283
-7,400
-33% -$631K 0.77% 36
2025
Q1 		$1.85M Sell
22,683
-429
-2% -$34.6K 1.04% 31
2024
Q4 		$1.76M Buy
23,112
+217
+0.9% +$17.3K 0.91% 36
2024
Q3 		$1.93M Sell
22,895
-2,877
-11% -$232K 0.97% 32
2024
Q2 		$2.03M Sell
25,772
-132
-0.5% -$10.5K 1.24% 26
2024
Q1 		$2.07M Buy
25,904
+307
+1% +$23.5K 1.21% 22
2023
Q4 		$1.93M Sell
25,597
-1,025
-4% -$72.6K 1.22% 20
2023
Q3 		$1.84M Sell
26,622
-361
-1% -$26K 1.29% 20
2023
Q2 		$1.97M Buy
26,983
+2,201
+9% +$161K 1.45% 19
2023
Q1 		$1.78M Sell
24,782
-1,508
-6% -$106K 1.35% 22
2022
Q4 		$1.73M Sell
26,290
-5,626
-18% -$353K 1.37% 23
2022
Q3 		$1.79M Sell
31,916
-7,205
-18% -$452K 1.59% 23
2022
Q2 		$2.46M Buy
39,121
+11,756
+43% +$802K 2.02% 15
2022
Q1 		$2.02M Buy
27,365
+1,020
+4% +$76.8K 1.49% 22
2021
Q4 		$2.09M Buy
26,345
+4,536
+21% +$361K 1.45% 23
2021
Q3 		$1.71M Sell
21,809
-775
-3% -$62.2K 1.25% 28
2021
Q2 		$1.78M Buy
22,584
+2,192
+11% +$174K 1.33% 26
2021
Q1 		$1.55M Buy
20,392
+1,769
+9% +$133K 1.29% 26
2020
Q4 		$1.36M Sell
18,623
-2,171
-10% -$148K 1.17% 27
2020
Q3 		$1.32M Sell
20,794
-1,222
-6% -$78K 1.33% 26
2020
Q2 		$1.33M Buy
22,016
+9,376
+74% +$538K 1.56% 22
2020
Q1 		$672K Buy
+12,640
New +$795K 0.9% 35

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

RHS Financial's ESGD Position: Q1 2026 in Review

RHS Financial reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 10% in Q1 2026, selling an estimated $152K and leaving 13,277 shares worth $1.27M. The position accounts for 0.6% of the portfolio, ranked #43.

RHS Financial first reported a position in ESGD in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.46M in Q2 2022. 746 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • RHS Financial held 13,277 shares of iShares ESG Aware MSCI EAFE ETF worth $1.27M as of Q1 2026.
  • RHS Financial sold 1,540 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $152K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.6% of RHS Financial's portfolio in Q1 2026, its #43 holding.
  • RHS Financial first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2020 and has held it in 25 quarters since.
  • RHS Financial's iShares ESG Aware MSCI EAFE ETF position peaked at $2.46M in Q2 2022.
  • 746 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on RHS Financial's 13F filing for Q1 2026, filed 28 Apr 2026.