Rockefeller Capital Management
ESGD icon

Rockefeller Capital Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Rockefeller Capital Management’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 		$9.87M Buy
103,182
+5,538
+6% +$548K 0.02% 687
2025
Q4 		$9.28M Buy
97,644
+19,292
+25% +$1.82M 0.02% 681
2025
Q3 		$7.29M Buy
78,352
+1,211
+2% +$110K 0.01% 719
2025
Q2 		$6.88M Buy
77,141
+3,233
+4% +$276K 0.02% 716
2025
Q1 		$6.04M Sell
73,908
-264
-0.4% -$21.3K 0.01% 692
2024
Q4 		$5.65M Buy
74,172
+2,311
+3% +$184K 0.01% 689
2024
Q3 		$6.05M Sell
71,861
-939
-1% -$75.9K 0.02% 660
2024
Q2 		$5.74M Buy
72,800
+44,801
+160% +$3.56M 0.02% 646
2024
Q1 		$2.24M Buy
27,999
+215
+0.8% +$16.5K 0.01% 962
2023
Q4 		$2.1M Buy
27,784
+5,125
+23% +$363K 0.01% 893
2023
Q3 		$1.57M Sell
22,659
-556
-2% -$40K 0.01% 928
2023
Q2 		$1.69M Sell
23,215
-1,514
-6% -$110K 0.01% 906
2023
Q1 		$1.77M Sell
24,729
-911
-4% -$63.9K 0.01% 862
2022
Q4 		$1.68M Sell
25,640
-4,763
-16% -$299K 0.01% 816
2022
Q3 		$1.71M Sell
30,403
-3,692
-11% -$231K 0.01% 814
2022
Q2 		$2.14M Sell
34,095
-9,655
-22% -$659K 0.01% 747
2022
Q1 		$3.23M Buy
43,750
+1,543
+4% +$116K 0.02% 657
2021
Q4 		$3.35M Sell
42,207
-1,770
-4% -$141K 0.02% 657
2021
Q3 		$3.45M Buy
43,977
+4,323
+11% +$347K 0.02% 595
2021
Q2 		$3.13M Buy
39,654
+7,001
+21% +$557K 0.02% 597
2021
Q1 		$2.48M Buy
32,653
+18,833
+136% +$1.42M 0.02% 533
2020
Q4 		$1.01M Buy
13,820
+6,290
+84% +$430K 0.01% 686
2020
Q3 		$478K Buy
7,530
+7,059
+1,499% +$451K ﹤0.01% 805
2020
Q2 		$29K Sell
471
-409
-46% -$23.5K ﹤0.01% 1544
2020
Q1 		$47K Buy
+880
New +$55.4K ﹤0.01% 1252

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

Rockefeller Capital Management's ESGD Position: Q1 2026 in Review

Rockefeller Capital Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 5.7% in Q1 2026, buying an estimated $548K and bringing the position to 103,182 shares worth $9.87M. The position accounts for 0.02% of the portfolio, ranked #687.

Rockefeller Capital Management first reported a position in ESGD in Q1 2020 and has held it in 25 quarters since. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Rockefeller Capital Management held 103,182 shares of iShares ESG Aware MSCI EAFE ETF worth $9.87M as of Q1 2026.
  • Rockefeller Capital Management bought 5,538 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $548K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.02% of Rockefeller Capital Management's portfolio in Q1 2026, its #687 holding.
  • Rockefeller Capital Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2020 and has held it in 25 quarters since.
  • 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.