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Savvy Advisors Inc’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Savvy Advisors Inc’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 		$810K Sell
8,472
-6,300
-43% -$623K 0.02% 492
2025
Q4 		$1.4M Buy
14,772
+7,292
+97% +$687K 0.05% 298
2025
Q3 		$695K Buy
+7,480
New +$677K 0.03% 344

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

Savvy Advisors Inc's ESGD Position: Q1 2026 in Review

Savvy Advisors Inc reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 43% in Q1 2026, selling an estimated $623K and leaving 8,472 shares worth $810K. The position accounts for 0.02% of the portfolio, ranked #492.

Savvy Advisors Inc first reported a position in ESGD in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.4M in Q4 2025. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Savvy Advisors Inc held 8,472 shares of iShares ESG Aware MSCI EAFE ETF worth $810K as of Q1 2026.
  • Savvy Advisors Inc sold 6,300 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $623K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #492 holding.
  • Savvy Advisors Inc first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2025 and has held it in 3 quarters since.
  • Savvy Advisors Inc's iShares ESG Aware MSCI EAFE ETF position peaked at $1.4M in Q4 2025.
  • 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.