Shotwell Rutter Baer’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Shotwell Rutter Baer’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	$565K	Sell	5,905 -29	-0.5%	-$2.87K	0.33%	26
2025 Q4	$576K	Sell	5,934 -3	-0.1%	-$283	0.35%	27
2025 Q3	$560K	Sell	5,937 -145	-2%	-$13.1K	0.36%	26
2025 Q2	$543K	Sell	6,082 -271	-4%	-$23.1K	0.37%	25
2025 Q1	$476K	Sell	6,353 -590	-8%	-$47.6K	0.42%	25
2024 Q4	$524K	Sell	6,943 -43	-0.6%	-$3.42K	0.44%	22
2024 Q3	$581K	Sell	6,986 -73	-1%	-$5.9K	0.48%	22
2024 Q2	$563K	Sell	7,059 -63	-0.9%	-$5K	0.5%	22
2024 Q1	$566K	Sell	7,122 -271	-4%	-$20.8K	1.15%	10
2023 Q4	$557K	Buy	+7,393	New	+$524K	0.53%	24

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Shotwell Rutter Baer's ESGD Position: Q1 2026 in Review

Shotwell Rutter Baer reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.49% in Q1 2026, selling an estimated $2.87K and leaving 5,905 shares worth $565K. The position accounts for 0.33% of the portfolio, ranked #26.

Shotwell Rutter Baer first reported a position in ESGD in Q4 2023 and has held it in 10 quarters since. The position peaked at $581K in Q3 2024. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Shotwell Rutter Baer held 5,905 shares of iShares ESG Aware MSCI EAFE ETF worth $565K as of Q1 2026.
Shotwell Rutter Baer sold 29 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $2.87K.
iShares ESG Aware MSCI EAFE ETF made up 0.33% of Shotwell Rutter Baer's portfolio in Q1 2026, its #26 holding.
Shotwell Rutter Baer first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
Shotwell Rutter Baer's iShares ESG Aware MSCI EAFE ETF position peaked at $581K in Q3 2024.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Shotwell Rutter Baer's 13F filing for Q1 2026, filed 22 Apr 2026.