Sunbelt Securities’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Sunbelt Securities’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	$2.58K	Hold	27	–	–	﹤0.01%	1855
2025 Q4	$2.57K	Buy	27 +10	+59%	+$943	﹤0.01%	1822
2025 Q3	$1.58K	Buy	+17	New	+$1.54K	﹤0.01%	1934
2024 Q3	–	Sell	-592	Closed	-$46.6K	–	1866
2024 Q2	$46.6K	Hold	592	–	–	﹤0.01%	923
2024 Q1	$47.3K	Hold	592	–	–	0.01%	884
2023 Q4	$44.7K	Hold	592	–	–	0.01%	841
2023 Q3	$40.9K	Hold	592	–	–	0.01%	849
2023 Q2	$43.2K	Hold	592	–	–	0.01%	832
2023 Q1	$42.3K	Buy	+592	New	+$41.5K	0.01%	792

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Sunbelt Securities's ESGD Position: Q1 2026 in Review

Sunbelt Securities held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q1 2026 at 27 shares worth $2.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1855.

Sunbelt Securities first reported a position in ESGD in Q1 2023 and has held it in 9 quarters since. The position peaked at $47.3K in Q1 2024. 750 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Sunbelt Securities held 27 shares of iShares ESG Aware MSCI EAFE ETF worth $2.58K as of Q1 2026.
Sunbelt Securities left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1855 holding.
Sunbelt Securities first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2023 and has held it in 9 quarters since.
Sunbelt Securities's iShares ESG Aware MSCI EAFE ETF position peaked at $47.3K in Q1 2024.
750 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.