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Stephens Consulting’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Stephens Consulting’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
2025
Q4 		$159K Sell
1,676
-21
-1% -$1.98K 0.05% 75
2025
Q3 		$158K Buy
1,697
+138
+9% +$12.5K 0.05% 74
2025
Q2 		$139K Sell
1,559
-77
-5% -$6.57K 0.03% 123
2025
Q1 		$134K Sell
1,636
-1,623
-50% -$131K 0.03% 119
2024
Q4 		$248K Buy
3,259
+326
+11% +$25.9K 0.06% 84
2024
Q3 		$247K Sell
2,933
-80
-3% -$6.46K 0.06% 80
2024
Q2 		$237K Sell
3,013
-2,067
-41% -$164K 0.07% 77
2024
Q1 		$406K Buy
5,080
+28
+0.6% +$2.15K 0.12% 56
2023
Q4 		$382K Sell
5,052
-15
-0.3% -$1.06K 0.13% 56
2023
Q3 		$350K Sell
5,067
-148
-3% -$10.7K 0.14% 57
2023
Q2 		$380K Buy
5,215
+205
+4% +$15K 0.15% 55
2023
Q1 		$360K Sell
5,010
-51
-1% -$3.58K 0.22% 55
2022
Q4 		$333K Buy
5,061
+4,026
+389% +$253K 0.22% 54
2022
Q3 		$58.1K Buy
1,035
+134
+15% +$8.4K 0.05% 160
2022
Q2 		$56.5K Buy
901
+5
+0.6% +$341 0.05% 163
2022
Q1 		$66.1K Sell
896
-5
-0.6% -$377 0.05% 163
2021
Q4 		$71.6K Buy
+901
New +$71.7K 0.06% 172

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Stephens Consulting's ESGD Position: Q4 2025 in Review

Stephens Consulting reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.2% in Q4 2025, selling an estimated $1.98K and leaving 1,676 shares worth $159K. The position accounts for 0.05% of the portfolio, ranked #75.

Stephens Consulting first reported a position in ESGD in Q4 2021 and has held it in 17 quarters since. The position peaked at $406K in Q1 2024. 719 funds tracked by Wall St. Rank hold ESGD as of Q4 2025.

  • Stephens Consulting held 1,676 shares of iShares ESG Aware MSCI EAFE ETF worth $159K as of Q4 2025.
  • Stephens Consulting sold 21 iShares ESG Aware MSCI EAFE ETF shares in Q4 2025, an estimated $1.98K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.05% of Stephens Consulting's portfolio in Q4 2025, its #75 holding.
  • Stephens Consulting first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and has held it in 17 quarters since.
  • Stephens Consulting's iShares ESG Aware MSCI EAFE ETF position peaked at $406K in Q1 2024.
  • 719 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.