Smartleaf Asset Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Smartleaf Asset 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
2026 Q1	$164K	Sell	1,775 -70	-4%	-$6.93K	0.01%	868
2025 Q4	$176K	Buy	1,845 +608	+49%	+$57.3K	0.01%	866
2025 Q3	$115K	Sell	1,237 -89	-7%	-$8.05K	0.01%	992
2025 Q2	$118K	Buy	1,326 +599	+82%	+$51.1K	0.01%	804
2025 Q1	$59.9K	Buy	727 +663	+1,036%	+$53.5K	0.01%	1059
2024 Q4	$4.87K	Sell	64 -2	-3%	-$159	﹤0.01%	2256
2024 Q3	$5.57K	Hold	66	–	–	﹤0.01%	2075
2024 Q2	$5.19K	Hold	66	–	–	﹤0.01%	1785
2024 Q1	$5.29K	Hold	66	–	–	﹤0.01%	1197
2023 Q4	$4.98K	Buy	+66	New	+$4.67K	﹤0.01%	866

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

Smartleaf Asset Management's ESGD Position: Q1 2026 in Review

Smartleaf Asset Management reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 3.8% in Q1 2026, selling an estimated $6.93K and leaving 1,775 shares worth $164K. The position accounts for 0.01% of the portfolio, ranked #868.

Smartleaf Asset Management first reported a position in ESGD in Q4 2023 and has held it in 10 quarters since. The position peaked at $176K in Q4 2025. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Smartleaf Asset Management held 1,775 shares of iShares ESG Aware MSCI EAFE ETF worth $164K as of Q1 2026.
Smartleaf Asset Management sold 70 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $6.93K.
iShares ESG Aware MSCI EAFE ETF made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #868 holding.
Smartleaf Asset Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's iShares ESG Aware MSCI EAFE ETF position peaked at $176K in Q4 2025.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.