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Sensible Financial Planning & Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Sensible Financial Planning & Management’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
Q3 		$1M Sell
10,770
-393
-4% -$35.6K 0.18% 28
2025
Q2 		$996K Sell
11,163
-40
-0.4% -$3.41K 0.19% 28
2025
Q1 		$915K Sell
11,203
-183
-2% -$14.8K 0.18% 28
2024
Q4 		$867K Buy
11,386
+4,359
+62% +$347K 0.18% 28
2024
Q3 		$591K Buy
+7,027
New +$568K 0.12% 35

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sensible Financial Planning & Management's ESGD Position: Q3 2025 in Review

Sensible Financial Planning & Management reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 3.5% in Q3 2025, selling an estimated $35.6K and leaving 10,770 shares worth $1M. The position accounts for 0.18% of the portfolio, ranked #28.

Sensible Financial Planning & Management first reported a position in ESGD in Q3 2024 and has held it in 5 quarters since. 643 funds tracked by Wall St. Rank hold ESGD as of Q3 2025.

  • Sensible Financial Planning & Management held 10,770 shares of iShares ESG Aware MSCI EAFE ETF worth $1M as of Q3 2025.
  • Sensible Financial Planning & Management sold 393 iShares ESG Aware MSCI EAFE ETF shares in Q3 2025, an estimated $35.6K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.18% of Sensible Financial Planning & Management's portfolio in Q3 2025, its #28 holding.
  • Sensible Financial Planning & Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2024 and has held it in 5 quarters since.
  • 643 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2025.

Based on Sensible Financial Planning & Management's 13F filing for Q3 2025, filed 5 Nov 2025.