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

Root Financial Partners’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	$253K	Sell	2,649 -2,673	-50%	-$264K	0.01%	286
2025 Q4	$506K	Sell	5,322 -163	-3%	-$15.4K	0.03%	158
2025 Q3	$510K	Buy	5,485 +213	+4%	+$19.3K	0.03%	144
2025 Q2	$470K	Buy	5,272 +1,637	+45%	+$140K	0.05%	127
2025 Q1	$297K	Sell	3,635 -122	-3%	-$9.84K	0.03%	157
2024 Q4	$286K	Hold	3,757	–	–	0.04%	161
2024 Q3	$316K	Hold	3,757	–	–	0.05%	121
2024 Q2	$296K	Sell	3,757 -155	-4%	-$12.3K	0.07%	90
2024 Q1	$313K	Hold	3,912	–	–	0.09%	75
2023 Q4	$296K	Buy	3,912 +494	+14%	+$35K	0.11%	63
2023 Q3	$236K	Hold	3,418	–	–	0.13%	61
2023 Q2	$249K	Sell	3,418 -163	-5%	-$11.9K	0.15%	58
2023 Q1	$257K	Buy	+3,581	New	+$251K	0.18%	58

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

Root Financial Partners's ESGD Position: Q1 2026 in Review

Root Financial Partners reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 50% in Q1 2026, selling an estimated $264K and leaving 2,649 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #286.

Root Financial Partners first reported a position in ESGD in Q1 2023 and has held it in 13 quarters since. The position peaked at $510K in Q3 2025. 746 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Root Financial Partners held 2,649 shares of iShares ESG Aware MSCI EAFE ETF worth $253K as of Q1 2026.
Root Financial Partners sold 2,673 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $264K.
iShares ESG Aware MSCI EAFE ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #286 holding.
Root Financial Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2023 and has held it in 13 quarters since.
Root Financial Partners's iShares ESG Aware MSCI EAFE ETF position peaked at $510K in Q3 2025.
746 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.