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

Rossby 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 		$257K Buy
2,646
+573
+28% +$56.7K 0.05% 317
2025
Q4 		$197K Sell
2,073
-50
-2% -$4.71K 0.06% 278
2025
Q3 		$199K Buy
2,123
+370
+21% +$33.5K 0.06% 282
2025
Q2 		$156K Sell
1,753
-263
-13% -$22.4K 0.06% 295
2025
Q1 		$170K Buy
+2,016
New +$163K 0.07% 256

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

Rossby Financial's ESGD Position: Q1 2026 in Review

Rossby Financial increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 28% in Q1 2026, buying an estimated $56.7K and bringing the position to 2,646 shares worth $257K. The position accounts for 0.05% of the portfolio, ranked #317.

Rossby Financial first reported a position in ESGD in Q1 2025 and has held it in 5 quarters since. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Rossby Financial held 2,646 shares of iShares ESG Aware MSCI EAFE ETF worth $257K as of Q1 2026.
  • Rossby Financial bought 573 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $56.7K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.05% of Rossby Financial's portfolio in Q1 2026, its #317 holding.
  • Rossby Financial first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2025 and has held it in 5 quarters since.
  • 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.