Root Financial Partners
ESGD icon

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
Q3 		$135K Buy
+1,310
New +$138K ﹤0.01% 593
2026
Q2 		– Sell
-2,649
Closed -$253K – 1273
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% -$9.8K 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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Root Financial Partners's ESGD Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2026: 1,310 shares worth $135K. The stake represents ﹤0.01% of the portfolio and ranks #593 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ESGD as recently as Q1 2026.

Root Financial Partners first reported a position in ESGD in Q1 2023 and has held it in 14 quarters since. The position peaked at $510K in Q3 2025. 689 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Root Financial Partners held 1,310 shares of iShares ESG Aware MSCI EAFE ETF worth $135K as of Q3 2026.
  • iShares ESG Aware MSCI EAFE ETF was a new Root Financial Partners position in Q3 2026.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #593 holding.
  • Root Financial Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2023 and has held it in 14 quarters since.
  • Root Financial Partners's iShares ESG Aware MSCI EAFE ETF position peaked at $510K in Q3 2025.
  • 689 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.