Rise Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Rise Advisors’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 Q1	–	Sell	-438	Closed	-$33.3K	–	1519
2024 Q4	$33.3K	Buy	438 +6	+1%	+$477	0.02%	347
2024 Q3	$36.4K	Hold	432	–	–	0.02%	323
2024 Q2	$34.1K	Buy	432 +8	+2%	+$635	0.02%	322
2024 Q1	$33.9K	Hold	424	–	–	0.02%	327
2023 Q4	$32.1K	Buy	424 +5	+1%	+$354	0.02%	210
2023 Q3	$29K	Hold	419	–	–	0.02%	192
2023 Q2	$30.6K	Buy	419 +8	+2%	+$584	0.02%	196
2023 Q1	$29.6K	Hold	411	–	–	0.02%	208
2022 Q4	$27K	Buy	411 +2	+0.5%	+$126	0.02%	213
2022 Q3	$23K	Hold	409	–	–	0.02%	224
2022 Q2	$26K	Buy	409 +8	+2%	+$546	0.03%	205
2022 Q1	$30K	Buy	401 +1	+0.3%	+$75	0.03%	204
2021 Q4	$31.8K	Buy	+400	New	+$31.8K	0.03%	197

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 $374B AUM 17.66% 1-Year Est. Return

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

Rise Advisors's ESGD Position: Q1 2025 in Review

Rise Advisors sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2025, closing a stake of 438 shares — an estimated $33.3K sold.

Rise Advisors first reported a position in ESGD in Q4 2021 and held it in 13 quarters. The position peaked at $36.4K in Q3 2024. 606 funds tracked by Wall St. Rank hold ESGD as of Q1 2025.

Rise Advisors reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
Rise Advisors sold 438 iShares ESG Aware MSCI EAFE ETF shares in Q1 2025, an estimated $33.3K.
Rise Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and held it in 13 quarters.
Rise Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $36.4K in Q3 2024.
606 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2025.

Based on Rise Advisors's 13F filing for Q1 2025, filed 15 May 2025.