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Strategic Wealth Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Strategic Wealth Partners’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
Q3 		– Sell
-40
Closed -$3.6K – 1337
2025
Q2 		$3.6K Buy
+40
New +$3.41K ﹤0.01% 936
2019
Q2 		– Sell
-100
Closed -$6K – 752
2019
Q1 		$6K Hold
100
– – ﹤0.01% 607
2018
Q4 		$6K Hold
100
– – ﹤0.01% 541
2018
Q3 		$7K Hold
100
– – ﹤0.01% 529
2018
Q2 		$7K Hold
100
– – ﹤0.01% 599
2018
Q1 		$7K Buy
100
+50
+100% +$3.44K ﹤0.01% 595
2017
Q4 		$4K Buy
+50
New +$3.36K ﹤0.01% 628

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Strategic Wealth Partners's ESGD Position: Q3 2025 in Review

Strategic Wealth Partners sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2025, closing a stake of 40 shares — an estimated $3.6K sold.

Strategic Wealth Partners first reported a position in ESGD in Q4 2017 and held it in 7 quarters. The position peaked at $7K in Q3 2018. 642 funds tracked by Wall St. Rank hold ESGD as of Q3 2025.

  • Strategic Wealth Partners reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 40 iShares ESG Aware MSCI EAFE ETF shares in Q3 2025, an estimated $3.6K.
  • Strategic Wealth Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2017 and held it in 7 quarters.
  • Strategic Wealth Partners's iShares ESG Aware MSCI EAFE ETF position peaked at $7K in Q3 2018.
  • 642 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2025.

Based on Strategic Wealth Partners's 13F filing for Q3 2025, filed 14 Nov 2025.