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

Simmons 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
2026 Q1	$502K	Buy	5,255 +1,410	+37%	+$140K	0.03%	251
2025 Q4	$366K	Sell	3,845 -109	-3%	-$10.3K	0.02%	277
2025 Q3	$368K	Buy	3,954 +76	+2%	+$6.88K	0.02%	273
2025 Q2	$346K	Hold	3,878	–	–	0.02%	273
2025 Q1	$317K	Hold	3,878	–	–	0.02%	277
2024 Q4	$295K	Sell	3,878 -15	-0.4%	-$1.19K	0.02%	286
2024 Q3	$328K	Hold	3,893	–	–	0.02%	281
2024 Q2	$307K	Sell	3,893 -1,035	-21%	-$82.2K	0.02%	287
2024 Q1	$394K	Sell	4,928 -2,755	-36%	-$211K	0.03%	271
2023 Q4	$580K	Sell	7,683 -1,024	-12%	-$72.5K	0.05%	224
2023 Q3	$602K	Hold	8,707	–	–	0.05%	214
2023 Q2	$635K	Sell	8,707 -5,097	-37%	-$372K	0.05%	216
2023 Q1	$992K	Buy	13,804 +105	+0.8%	+$7.37K	0.08%	184
2022 Q4	$901K	Sell	13,699 -7,564	-36%	-$475K	0.08%	198
2022 Q3	$1.19M	Sell	21,263 -27	-0.1%	-$1.69K	0.11%	166
2022 Q2	$1.34M	Buy	21,290 +91	+0.4%	+$6.21K	0.12%	170
2022 Q1	$1.56M	Sell	21,199 -3,054	-13%	-$230K	0.12%	165
2021 Q4	$1.93M	Hold	24,253	–	–	0.13%	145
2021 Q3	$1.9M	Buy	24,253 +10,379	+75%	+$833K	0.14%	146
2021 Q2	$1.1M	Buy	+13,874	New	+$1.1M	0.08%	203

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

Simmons Bank's ESGD Position: Q1 2026 in Review

Simmons Bank increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 37% in Q1 2026, buying an estimated $140K and bringing the position to 5,255 shares worth $502K. The position accounts for 0.03% of the portfolio, ranked #251.

Simmons Bank first reported a position in ESGD in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.93M in Q4 2021. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Simmons Bank held 5,255 shares of iShares ESG Aware MSCI EAFE ETF worth $502K as of Q1 2026.
Simmons Bank bought 1,410 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $140K.
iShares ESG Aware MSCI EAFE ETF made up 0.03% of Simmons Bank's portfolio in Q1 2026, its #251 holding.
Simmons Bank first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2021 and has held it in 20 quarters since.
Simmons Bank's iShares ESG Aware MSCI EAFE ETF position peaked at $1.93M in Q4 2021.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Simmons Bank's 13F filing for Q1 2026, filed 23 Apr 2026.