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Sandy Spring Bank’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Sandy Spring Bank’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 		$35.8K Hold
438
– – ﹤0.01% 637
2024
Q4 		$33.4K Buy
438
+1
+0.2% +$80 ﹤0.01% 665
2024
Q3 		$36.8K Sell
437
-173
-28% -$14K ﹤0.01% 647
2024
Q2 		$48.1K Sell
610
-134
-18% -$10.6K ﹤0.01% 600
2024
Q1 		$59.5K Hold
744
– – ﹤0.01% 544
2023
Q4 		$56.2K Buy
+744
New +$52.7K ﹤0.01% 537

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sandy Spring Bank's ESGD Position: Q1 2025 in Review

Sandy Spring Bank held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q1 2025 at 438 shares worth $35.8K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Sandy Spring Bank first reported a position in ESGD in Q4 2023 and has held it in 6 quarters since. The position peaked at $59.5K in Q1 2024. 607 funds tracked by Wall St. Rank hold ESGD as of Q1 2025.

  • Sandy Spring Bank held 438 shares of iShares ESG Aware MSCI EAFE ETF worth $35.8K as of Q1 2025.
  • Sandy Spring Bank left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q1 2025.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #637 holding.
  • Sandy Spring Bank first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and has held it in 6 quarters since.
  • Sandy Spring Bank's iShares ESG Aware MSCI EAFE ETF position peaked at $59.5K in Q1 2024.
  • 607 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.