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Spectrum Financial Alliance’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Spectrum Financial Alliance’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 		– Sell
-2,700
Closed -$257K – 32
2025
Q4 		$257K Buy
+2,700
New +$255K 0.05% 23

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Spectrum Financial Alliance's ESGD Position: Q1 2026 in Review

Spectrum Financial Alliance sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2026, closing a stake of 2,700 shares — an estimated $257K sold.

Spectrum Financial Alliance first reported a position in ESGD in Q4 2025 and held it in 1 quarter. The position peaked at $257K in Q4 2025. 753 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Spectrum Financial Alliance reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
  • Spectrum Financial Alliance sold 2,700 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $257K.
  • Spectrum Financial Alliance first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2025 and held it in 1 quarter.
  • Spectrum Financial Alliance's iShares ESG Aware MSCI EAFE ETF position peaked at $257K in Q4 2025.
  • 753 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Spectrum Financial Alliance's 13F filing for Q1 2026, filed 1 May 2026.