SFG
ESGD icon

SNS Financial Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

SNS Financial Group’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 		$516K Buy
5,395
+99
+2% +$9.8K 0.04% 127
2025
Q4 		$504K Buy
5,296
+517
+11% +$48.7K 0.04% 123
2025
Q3 		$444K Buy
4,779
+171
+4% +$15.5K 0.04% 130
2025
Q2 		$411K Buy
4,608
+10
+0.2% +$853 0.04% 134
2025
Q1 		$376K Buy
4,598
+4
+0.1% +$323 0.04% 135
2024
Q4 		$350K Buy
4,594
+195
+4% +$15.5K 0.04% 132
2024
Q3 		$370K Buy
4,399
+55
+1% +$4.44K 0.04% 133
2024
Q2 		$342K Buy
4,344
+695
+19% +$55.2K 0.04% 135
2024
Q1 		$292K Sell
3,649
-214
-6% -$16.4K 0.03% 151
2023
Q4 		$292K Hold
3,863
– – 0.03% 146
2023
Q3 		$267K Buy
3,863
+331
+9% +$23.8K 0.04% 150
2023
Q2 		$258K Sell
3,532
-145
-4% -$10.6K 0.03% 152
2023
Q1 		$264K Buy
3,677
+100
+3% +$7.02K 0.03% 156
2022
Q4 		$235K Buy
+3,577
New +$225K 0.03% 173

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

SNS Financial Group's ESGD Position: Q1 2026 in Review

SNS Financial Group increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.9% in Q1 2026, buying an estimated $9.8K and bringing the position to 5,395 shares worth $516K. The position accounts for 0.04% of the portfolio, ranked #127.

SNS Financial Group first reported a position in ESGD in Q4 2022 and has held it in 14 quarters since. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • SNS Financial Group held 5,395 shares of iShares ESG Aware MSCI EAFE ETF worth $516K as of Q1 2026.
  • SNS Financial Group bought 99 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $9.8K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.04% of SNS Financial Group's portfolio in Q1 2026, its #127 holding.
  • SNS Financial Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
  • 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on SNS Financial Group's 13F filing for Q1 2026, filed 14 Apr 2026.