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

Stratos 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
2026
Q1 		$1.4M Buy
14,691
+1,150
+8% +$114K 0.02% 673
2025
Q4 		$1.29M Sell
13,541
-132
-1% -$12.4K 0.01% 679
2025
Q3 		$1.27M Buy
13,673
+936
+7% +$84.7K 0.02% 663
2025
Q2 		$1.14M Buy
12,737
+407
+3% +$34.7K 0.02% 651
2025
Q1 		$1.01M Buy
12,330
+541
+5% +$43.7K 0.02% 659
2024
Q4 		$898K Buy
11,789
+456
+4% +$36.3K 0.01% 732
2024
Q3 		$954K Sell
11,333
-33
-0.3% -$2.67K 0.01% 702
2024
Q2 		$895K Sell
11,366
-80
-0.7% -$6.35K 0.01% 693
2024
Q1 		$915K Buy
11,446
+1,138
+11% +$87.2K 0.02% 681
2023
Q4 		$779K Buy
10,308
+655
+7% +$46.4K 0.01% 710
2023
Q3 		$667K Sell
9,653
-74
-0.8% -$5.33K 0.01% 705
2023
Q2 		$709K Buy
9,727
+882
+10% +$64.3K 0.02% 648
2023
Q1 		$635K Sell
8,845
-189
-2% -$13.3K 0.02% 617
2022
Q4 		$594K Buy
9,034
+807
+10% +$50.7K 0.02% 664
2022
Q3 		$462K Buy
8,227
+182
+2% +$11.4K 0.01% 718
2022
Q2 		$505K Buy
8,045
+135
+2% +$9.21K 0.01% 729
2022
Q1 		$583K Buy
7,910
+144
+2% +$10.8K 0.01% 756
2021
Q4 		$617K Buy
7,766
+709
+10% +$56.5K 0.01% 733
2021
Q3 		$553K Buy
7,057
+17
+0.2% +$1.36K 0.01% 710
2021
Q2 		$556K Buy
7,040
+45
+0.6% +$3.58K 0.01% 734
2021
Q1 		$531K Buy
6,995
+205
+3% +$15.4K 0.01% 705
2020
Q4 		$496K Buy
6,790
+386
+6% +$26.4K 0.01% 685
2020
Q3 		$407K Buy
6,404
+25
+0.4% +$1.6K 0.01% 681
2020
Q2 		$386K Buy
6,379
+667
+12% +$38.3K 0.01% 686
2020
Q1 		$304K Buy
5,712
+1,998
+54% +$126K 0.01% 685
2019
Q4 		$255K Buy
3,714
+327
+10% +$21.8K 0.01% 812
2019
Q3 		$217K Buy
+3,387
New +$214K 0.01% 856
2018
Q4 		– Sell
-1,054
Closed -$70K – 1298
2018
Q3 		$70K Buy
+1,054
New +$69.2K ﹤0.01% 1298
2018
Q2 		– Sell
-522
Closed -$35K – 1436
2018
Q1 		$35K Buy
+522
New +$35.9K ﹤0.01% 1763

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

Stratos Wealth Partners's ESGD Position: Q1 2026 in Review

Stratos Wealth Partners increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 8.5% in Q1 2026, buying an estimated $114K and bringing the position to 14,691 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #673.

Stratos Wealth Partners first reported a position in ESGD in Q1 2018 and has held it in 29 quarters since. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Stratos Wealth Partners held 14,691 shares of iShares ESG Aware MSCI EAFE ETF worth $1.4M as of Q1 2026.
  • Stratos Wealth Partners bought 1,150 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $114K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.02% of Stratos Wealth Partners's portfolio in Q1 2026, its #673 holding.
  • Stratos Wealth Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2018 and has held it in 29 quarters since.
  • 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.